2025-11-14T09:19:44-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10604 990PF 2024-01-01 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 2025-11-11 1 1 PASQUA PATTI IENGO P01062266 9149492990 2025-11-10 2024 2025-03-06 01:10:19Z X 392648645 X X 7659234 7659234 16641183 36819815 16641183 4943029 4943029 29243446 29243446 915000 0 915000 95000 0 95000 77703 0 77703 2825 0 2825 68756 0 68756 1172860 1172860 0 307236 0 0 3110 0 49290 0 49290 1424992 1284099 140893 4116772 2456959 1349467 14380876 17273778 18497648 2456959 18623245 10745798 26786487 775456 518616 518616 6698146 4529091 4529091 418246 429747 418246 418246 998644 998644 1002754 63490249 74302763 359900710 5107743 382029 4735831 4725714 7446500 22348580 21951845 18378000 174513 169004 8619 5509 5509 447284 449219 449219 99932556 107899647 392648645 329726 73690 18596267 15703365 18925993 15777055 X 0 0 0 0 81006563 92122592 81006563 92122592 99932556 107899647 81006563 10745798 370231 92122592 0 92122592 PUBLICLY TRADED SECURITIES 36819815 18678627 18141188 18141188 ELUCIDIA ONCOLOGY - BANKRUPT P 1000000 -1000000 -1000000 ELUCIDIA ONCOLOGY - BANKRUPT P 500000 -500000 -500000 FROM K-1 - MHCO STRATEGIC INVESTMENT I P 5 -5 -5 16641183 372332 0 372332 0 372332 295480 0 200000 0 495480 X 2259 120889 120889 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 DIRECTOR 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 45000 0 0 HOWARD CHESTER 800 WESTCHESTER AVE RYE BROOK NY 10573 SECRETARY/DIRECTOR 40.00 500000 27600 0 ZACHARY HANDELMAN 800 WESTCHESTER AVE RYE BROOK NY 10573 TREASURER/VP/DIR OF OPERATIONS 30.00 210000 12800 0 SCOTT HANDELMAN 800 WESTCHESTER AVE RYE BROOK NY 10573 DIRECTOR 2.00 10000 0 0 NONE 0 MEYER HANDELMAN COMPANY PO BOX 817 PURCHASE NY 105770817 INVESTMENT ADVISOR 1154040 CITRIN COOPERMAN 1133 WESTCHESTER AVE - N-328 WHITE PLAINS NY 10604 FINANCIAL STATEMENTS AND TAX PREP 68756 0 0 352937262 4304939 35903490 393145691 0 0 393145691 5897185 387248506 19362425 19362425 372332 372332 18990093 370231 19360324 0 19360324 18623245 0 18623245 19360324 0 0 964393 81085 1120856 736648 2902982 18623245 0 0 0 18623245 0 737079 737079 2165903 0 0 0 0 0 0 227314 1938589 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. BETH ISRAEL DEACONESS MEDICAL CENTER 302 E 38TH ST NEW YORK NY 10016 PC RESEARCH PROJECT 211040 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 PC RESEARCH PROJECT 249935 CALIFORNIA INSTITUTE OF TECHNOLOGY PO BOX 102963 PASADENA CA 91189 PC RESEARCH PROJECT 227488 CALIFORNIA INSTITUTE OF TECHNOLOGY PO BOX 102963 PASADENA CA 91189 PC RESEARCH PROJECT 24634 CALIFORNIA INSTITUTE OF TECHNOLOGY PO BOX 102963 PASADENA CA 91189 PC RESEARCH PROJECT 264398 CALIFORNIA INSTITUTE OF TECHNOLOGY PO BOX 102963 PASADENA CA 91189 PC RESEARCH PROJECT 233153 CAPROCK CULTURAL ASSOCIATION 109 N AVENUE N POST TX 79356 PC GENERAL PURPOSE 5000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 PC RESEARCH PROJECT 250000 CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) 401 PARK DRIVE BOSTON MA 02215 PC RESEARCH PROJECT 149400 CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) 401 PARK DRIVE BOSTON MA 02215 PC RESEARCH PROJECT 225000 CHILDREN'S HOSPITAL CORP (BOSTON 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OF CHICAGO 5235 S HARPER COURT CHICAGO IL 60615 PC RESEARCH PROJECT 15000 UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC 2385 IRVING HILL RD LAWRENCE KS 66045 PC RESEARCH PROJECT 19173 UNIVERSITY OF MICHIGAN 303 S STATE ST - STE 8000 ANN ARBOR MI 48109 PC RESEARCH PROJECT 249984 UT SOUTHWESTERN MEDICAL CENTER 5223 HARRY HINES BOULEVARD DALLAS TX 75390 PC RESEARCH PROJECT 165758 VANDERBILT UNIVERSITY MEDICAL CENTER 1211 MEDICAL CENTER DR NASHVILLE TN 37232 PC RESEARCH PROJECT 224998 VANDERBILT UNIVERSITY MEDICAL CENTER 1211 MEDICAL CENTER DR NASHVILLE TN 37232 PC RESEARCH PROJECT 252199 VANDERBILT UNIVERSITY MEDICAL CENTER 1211 MEDICAL CENTER DR NASHVILLE TN 37232 PC RESEARCH PROJECT 223682 WASHINGTON UNIVERSITY 7425 FORSYTH AVENUE ST LOUIS MO 63105 PC RESEARCH PROJECT 148987 WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVE NEW YORK NY 10065 PC RESEARCH PROJECT 243987 WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVE NEW YORK NY 10065 PC RESEARCH PROJECT 246187 WHITEHEAD INSTITUTE FOR BIOMEDICAL 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RESEARCH PROJECT 493824 WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVE NEW YORK NY 10065 PC RESEARCH PROJECT 406013 9701471 14 7659234 16 4943029 18 16641183 0 29243446 0 29243446 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND COMPILATION 68756 0 68756 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) 247451 3872700 ABBVIE INC 515922 533100 AIR PRODUCTS & CHEMICALS INC (5,000) 354508 1450200 ALLSTATE CORP (38000 SH) 302791 7326020 ALPHABET INC (27000 SH) 2483196 5713200 AMAZON.COM INC (10,875) 1727687 2385866 AMGEN INC (25000 SH) 1730709 6516000 APPLE INC (85000 SH) 1485440 21285700 AUTOMATIC DATA PROCESSING (36000 SH) 1095795 10538280 AUTOZONE INC (500) 1376137 1601000 AVERY DENNISON CORP (3,650) 749338 683024 BAXTER INTL INC (48076 SH) 174584 1401896 BRISTOL MYERS SQUIBB CO (70000 SH) 267955 3959200 CATERPILLAR INC (30000 SH) 123918 10882800 CHECK POINT SOFTWARE TECHNOLOGIES (6000) 989635 1120200 CME GROUP INC. (5000) 1125156 1161150 COLGATE PALMOLIVE CORP (72000 SH) 503700 6545520 CONOCOPHILLIPS (5000) 1763242 3679207 CORNING INC (120000) 782318 5702400 DELL TECHNOLOGIES INC (18000) 2303788 2074320 DOW INC (28200 SH) 218560 1131666 DUKE ENERGY (30000 SH) 1432874 3232200 EMERSON ELECTRIC CO (38000 SH) 1010470 4709340 ENTERGY CORPORATION (66000SH) 207490 5004120 FREEPORT-MCMORAN INC (48661 SH) 878931 1853011 GILEAD SCIENCES INC (65000 SH) 1359539 6004050 GILGAMESH PHARMACEUTICALS, INC. (108287) 999997 999997 HALLIBURTON CO (90000 SH) 905108 2447100 HOME DEPOT INC (35000 SH) 1028207 13614650 HONEYWELL INTL INC (54800 SH) 297614 12378772 IBM CORPORATION (25000 SH) 447567 5495750 ILLINOIS TOOL WORKS INC (35000 SH) 1670610 8874600 INGERSOLL RAND PAPER (62650 SH) 196540 5667319 INTERNATIONAL PAPER CO (65000 SH) 1191843 3498300 JABIL INC (14750) 1822646 2122525 JPMORGAN CHASE & CO (17000) 3160418 4075070 KELLANOVA (72000 SH) 227314 5829840 KIMBERLY CLARK CORP (52,200 SH) 152667 6840288 LAMB WESTON HLDGS INC (25000 SH) 382206 1670750 MARATHON PETROLEUM (71000 SH) 268551 9904500 MCDONALDS CORP (21000 SH) 1165004 6087690 MCKESSON CORP (21000 SH) 198574 11968110 MEDTRONIC INC (21000 SH) 1359534 1437840 MERCK & CO INC (70000 SH) 144568 6963600 META PLATFORMS, INC. (8000) 3513124 4684080 MICROSOFT CORP (60000 SH) 1488550 25290000 NEWMONT MINING CORP (60000 SH) 1127709 2233200 NEXTERA ENERGY INC (90250 SH) 205778 6470022 NRG ENERGY INC. (20000) 1728315 1804400 OMNICOM GROUP INC. (18000) 1651062 1548720 OTIS WORLDWIDE (20000 SH) 878052 1852200 PEPSICO INC (22000 SH) 1501603 3345320 PFIZER INC (195000 SH) 1269170 5173350 PROCTER & GAMBLE CO (67000 SH) 220858 11232550 QUALCOMM INC (44000 SH) 2870857 6759280 RTX CORP (30000 SH) 1249308 3471600 SS&C TECHNOLOGIES HOLDINGS, INC. (15000) 1003588 1136700 STARBUCKS CORP (35000 SH) 1964535 3193750 SYSCO CORP (90000 SH) 588798 6881400 TE CONNECTIVITY LTD (30066 SH) 641048 4584476 TJX COMPANIES, INC. (14000) 1335485 1691340 TRANE TECHNOLOGIES PLC (48300 SH) 461062 17839605 VERIZON COMMUNICATIONS (107422 SH) 1111319 4295806 VISA INC. (11000) 3032974 3476440 WALMART STORES INC (32000 SH) 1676833 8673600 BEDFORD RIDGE INVESTMENT CO VII LP 1015011 1020000 FLAGSHIP PIONEERING - LILA 2000000 2000000 MHCO STRATEGIC INVESTMENT I LP 937622 1000000 998644 1002754 0 0 TEXAS REAL ESTATE INVESTMENTS 5107743 382029 4725714 7446500 LYNN COUNTY ROYALTY PROPERTY AT COST 419000 0 OIL & GAS PROPERTIES AT COST 21532845 18378000 EQUIPMENT 105509 103947 1562 1562 FURNITURE & FIXTURES 23491 23491 0 SOFTWARE 30513 30513 0 LEASEHOLD IMPROVEMENTS 15000 11053 3947 3947 GENERAL GOVERNANCE AND COUNSEL 2825 0 2825 ACCRUED INTEREST/DIVIDENDS 425473 423480 423480 PREPAID EXPENSES 18016 21944 21944 SECURITY DEPOSIT 3795 3795 3795 BANK CHARGES 735 0 735 COMPUTER EXPENSES 29029 0 29029 FARM RENT CROP PROCEEDS INVESTMENT EXPENSES 24828 24828 0 INSURANCE 75313 0 75313 OFFICE EXPENSES 18272 0 18272 OIL & GAS INVESTMENT EXPENSES 1150075 1150075 0 PASTURE RENT INVESTMENT EXPENSES 18358 18358 0 NYS FILING FEES 1500 0 1500 WEBSITE 16044 0 16044 INVESTMENT EXPENSES FROM PARTNERSHIP INVESTMENTS 90838 90838 0 OIL & GAS ROYALTIES - TEXAS 4746086 4746086 4746086 OIL & GAS ROYALTIES 60906 60906 60906 LEASE RENTAL - OIL & GAS 100 100 100 SALE OF WATER 5730 5730 5730 FARM RENT CROP PROCEEDS 87063 87063 87063 PASTURE RENTALS 28752 28752 28752 PASTURE RENTALS - OIL & GAS 9853 9853 9853 PASTURE RENT - DAMAGE PROCEEDS 676 676 676 OTHER INCOME 2500 2500 2500 FROM K-1 - MHCO STRATEGIC INVESTMENT I 1363 1363 1363 RETURNED GRANT FUNDS 370231 INVESTMENT ADVISORY FEES 1154040 1154040 0 CUSTODIAN FEES 18820 18820 0 NET INVESTMENT INCOME TAX 307236 0 0