2024-11-14T18:08:59-06:00 2023-12-31 133487848 GOLDBURD & CO LLP 11 BROADWAY SUITE 1155 NEW YORK NY 10004 990PF 2023-01-01 010556235 THE NEUHAUSER FAMILY FOUNDATION INC NEUH 8453548780 55 S PARKER DRIVE MONSEY NY 10952 STUART NEUHAUSER PRESIDENT 8453548780 2024-11-13 1 0 JACOB GOLDBURD P00674529 2123028970 2024-11-13 2023 2024-10-15 13:58:12Z X 2430317 X 200000 45258 45258 15786 15786 107830 2080396 107830 368874 168874 0 0 0 4850 970 0 314 314 0 17599 17599 0 22763 18883 0 83812 83812 106575 18883 83812 262299 149991 672893 496291 496291 1428424 1867325 1934026 2101317 2363616 2430317 0 0 X 1302861 1302861 0 0 798456 1060755 2101317 2363616 2101317 2363616 2101317 262299 0 2363616 0 2363616 AMN INTL GROUP 4.12% 2024 GLB 13874 13903 -29 -29 ABBOT LABS 3.75% 26 GLB 25689 25437 252 252 ANTHEM INC 3.65 DEC 01 27 GLB 13517 13217 300 300 ANHHEUSER BUSCH IN 4.00% 13738 13253 485 485 AMGEN INC 2.20 % 13767 13604 163 163 BP CAP MARKETS AM 3.79% 25707 25694 13 13 BRISTOL MEYERS SQU 2.90% GLB 26347 26399 -52 -52 FISERV INC 2.25% 13681 13394 287 287 CHARLES SCHWAB 2.00% 26052 25547 505 505 CIGNA CORP 4.37% 13823 13426 397 397 CITIGROUP INC 3.87% 12901 12928 -27 -27 CAP ONE FINCL CO 3.75% 13490 13042 448 448 DUKE ENERGY CORP 2.65% 13091 12986 105 105 GOLDMAN SACHS GRO 3.75% 26343 26025 318 318 JPMORGAN CHASE 3.90% 25560 25559 1 1 MERCK & CO INC 2.75% 13523 13523 0 0 MCDONALDS CORP 3.70% 13760 13507 253 253 NORTHROP GRUMMAN 3.25% 13261 12967 294 294 NEXTERA ENERGY CA 0.65% 13938 13938 0 0 VERIZON COMMUN 3.37% 13618 13618 0 0 SOUTHERN CO 2.95% 15000 15000 0 0 SHIRE ACQ INV IRE 3.20% 13400 13077 323 323 SALESFORCE.COM 3.70% 979 969 10 10 US BANCORP 3.60% 26606 26662 -56 -56 WALT DISNEY COMPANY 2.20% 13659 13382 277 277 USD BK NOVA SCOTIA 3.40% 13790 13808 -18 -18 MORGAN STANLEY SUBORDINATED 12571 12291 280 280 WELLS FARGO SUBORDINATED 13797 13515 282 282 AMERICAN HONDA FINANCE 27258 27258 0 0 ROYAL BANK OF CANADA SER MTN GLB 26123 26123 0 0 BB&T CORPORATION SER MTN 26271 26271 0 0 ROYAL BANK OF CANADA SER GMTN GLB 14000 14000 0 0 ABBOT LABS 7299 7531 -232 -232 AMAZON COM INC 6135 7637 -1502 -1502 PROLOGIS INC 917 861 56 56 ALPHABET INC 8097 10376 -2279 -2279 APPLE INC 9640 9398 242 242 BROADCOM INC 8016 6582 1434 1434 BLACKROCK INC 752 697 55 55 BOEING COMPANY 630 551 79 79 BRISTOL MEYERS SQUIBB CO 14785 16091 -1306 -1306 CIGNA CORP REG SHS 14686 14569 117 117 CAPITAL ONE FINL 36 41 -5 -5 COSTCO WHOLESALE CRP 2197 2132 65 65 CHEVRON CORP 19392 15934 3458 3458 CONOCOPHILLIPS 2218 1662 556 556 DANAHER CORP 3767 3840 -73 -73 EQUITY RESIDENTIAL REIT 1623 1915 -292 -292 DIMENSIONAL U.S. SMALL CAP ETF 24579 22804 1775 1775 WISDOMTREE US MIDCAP FUND 19645 17912 1733 1733 L3HARRIS TECHNOLOGIES INC 150 178 -28 -28 HONEYWELL INTL INC 8657 7384 1273 1273 HILTON WORLDWIDE HOLDINGS INC 916 727 189 189 HOME DEPOT INC 863 797 66 66 PACER US CASH COWS 100 7276 7052 224 224 JPMORGAN CHASE & CO 6374 5149 1225 1225 MARVELL TECH INC 9370 11700 -2330 -2330 MCDONALDS CORP 6055 6298 -243 -243 MICROSOFT CORP 17984 18551 -567 -567 NVIDIA 1722 978 744 744 NEXTERA ENERGY INC 1935 2078 -143 -143 NUTRIEN LTD REG SHS 4602 6555 -1953 -1953 NIKE INC CL B 5111 5745 -634 -634 NORTHROP GRUMMAN CORP 469 529 -60 -60 O'REILLY AUTOMOTIVE INC 1709 1601 108 108 PARKER HANNIFIN CORP 1000 810 190 190 PALO ALTO NETWORKS INC 632 724 -92 -92 PROCTOR & GAMBLE CO 7845 8235 -390 -390 PROGRESSIVE CRP OHIO 1551 1360 191 191 SCHLUMBERGER LTD 678 506 172 172 SCHWAB CHARLES CORP NEW 11758 12553 -795 -795 SERVICENOW INC 472 450 22 22 ELEVANCE HEALTH INC 8680 9157 -477 -477 STARBUCKS CORP 2170 1942 228 228 THERMO FISHER SCIENTIFIC INC 7742 7347 395 395 TORONTO DOMINION BANK 7757 7806 -49 -49 UNION PACIFIC CORP 5948 6106 -158 -158 VALERO ENERGY CORP NEW 8545 9816 -1271 -1271 VISA INC CL A SHRS 7977 7157 820 820 ZOETIS INC 9272 9316 -44 -44 XCEL ENERGY INC 539 539 0 0 WALMART INC 823 735 88 88 ALBEMARLE CORP 14241 13027 1214 1214 ALPHABET INC CL A 5016 4705 311 311 AMAZON.COM INC 5763 6115 -352 -352 APPLE INC 193 162 31 31 BP CAPITAL MARKETS PLC 03.279% 15117 15350 -233 -233 BNY MELLON DYNAMIC VALUE FUND - CLASS I 1731 1683 48 48 BLACKROCK INC 12402 12163 239 239 BOEING COMPANY 9390 8556 834 834 BOSTON SCIENTIFIC CORP 13341 12166 1175 1175 BROADCOM INC 15311 9597 5714 5714 FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY 412 415 -3 -3 CONOCOPHILLIPS 428 470 -42 -42 COSTCO WHSL CORP B/E 03.000% 15188 15390 -202 -202 DIMENSIONAL U.S. SMALL CAP ETF 24353 21898 2455 2455 DOWDUPONT INC NTS B/E 04.725% 14838 15190 -352 -352 EXXON MOBIL CORP 19192 21896 -2704 -2704 FIRST EAGLE OVERSEAS FUND CLASS I 13386 11952 1434 1434 FIRST TRUST VALUE LINE DIVID INDEX FUND 134725 139143 -4418 -4418 GENERAL MOTORS CO 9252 10019 -767 -767 HEWLETT PACKARD 04.900% 14829 14997 -168 -168 HILTON WORLDWIDE HOLDINGS INC 5816 5444 372 372 HOME DEPOT INC 1524 1518 6 6 HOME DEPOT INC NTS B/E 04.500% 14848 15091 -243 -243 HONEYWELL INTL INC 206 201 5 5 ILLINOIS TOOL WORKS INC 02.650% 15049 15130 -81 -81 INTERCONTINENTAL 03.650% 14667 14790 -123 -123 ISHARES RUSSELL 1000 GROWTH ETF 8250 8187 63 63 JPMORGAN CHASE & CO 8761 7581 1180 1180 J P MORGAN EQUITY PREM INCOME ETF 45767 46716 -949 -949 KINDER MORGAN INC B/E 02.000% 14343 14879 -536 -536 LILLY ELI & CO 13415 13128 287 287 LOWE'S COS INC NTS B/E 02.500% 15000 15010 -10 -10 MC CORMICK & CO NV 6337 6848 -511 -511 MCDONALDS CORP 7395 6954 441 441 MCDONALD'S CORP NTS B/E 2.625% 14271 14490 -219 -219 MICROSOFT CORP 16496 13919 2577 2577 NEWMONT CORP B/E 02.600% 14725 15099 -374 -374 NEXTERA ENERGY INC COM 3850 4440 -590 -590 NEXTERA ENERGY CAPITAL 02.750% 14831 15162 -331 -331 NIKE INC CL B 6348 7494 -1146 -1146 NORTHROP GRUMMAN CORP 9998 11404 -1406 -1406 NVIDIA CORP 31528 14123 17405 17405 O REILLY AUTOMOTIVE INC 10637 9239 1398 1398 PACER US CASH COWS 100 ETF 37824 36381 1443 1443 PALO ALTO NETWORKS INC 20480 13630 6850 6850 PARKER HANNIFIN CORP 10181 8638 1543 1543 PROCTER & GAMBLE CO 1047 1057 -10 -10 PROGRESSIVE CORP OHIO 5056 5013 43 43 PROLOGIS INC COM 2948 2801 147 147 QUALCOMM INC B/E 01.650% 14984 15324 -340 -340 SCHLUMBERGER LTD NETHERLANDS ANTILLES 12215 9279 2936 2936 SERVICENOW INC 16010 12576 3434 3434 STARBUCKS CORP 17209 16185 1024 1024 TARGET CORP NTS B/E 02.500% 15159 15239 -80 -80 THERMO FISHER SCIENTIFIC INC 9930 10233 -303 -303 THERMO FISHER SCIENTIFIC 02.000% 14717 15130 -413 -413 TORONTO DOMINION BK NEW CANADA CAD 508 523 -15 -15 UNION PACIFIC CORP 7334 7613 -279 -279 UNITED TECHNOLOGIES CORP 03.950% 14654 14710 -56 -56 UNITEDHEALTH GROUP INC 12084 12840 -756 -756 VANGUARD S&P 500 ETF 824 827 -3 -3 VISA INC CL A 4100 3569 531 531 WALMART INC 1852 1750 102 102 WISDOMTREE US MIDCAP FUND ETF 2272 2022 250 250 XCEL ENERGY INC 2199 2506 -307 -307 ZOETIS INC 9141 7868 1273 1273 ALPHABET INC CL A 25582 23008 2574 2574 AMAZON.COM INC 22786 18816 3970 3970 APPLE INC 56145 41993 14152 14152 CONOCOPHILLIPS 8985 7020 1965 1965 COSTCO WHOLESALE 23110 20547 2563 2563 DANAHER CORP 8322 8856 -534 -534 FIRST EAGLE OVERSEAS FUND CLASS I 14013 12921 1092 1092 HILTON WORLDWIDE HOLDINGS INC 8054 6114 1940 1940 HOME DEPOT INC 7337 6656 681 681 HONEYWELL INTL INC 12991 10818 2173 2173 JPMORGAN CHASE & CO 16769 12358 4411 4411 MICROSOFT CORP 38284 27866 10418 10418 NEXTERA ENERGY INC COM 8572 9470 -898 -898 PARKER HANNIFIN CORP 12406 7698 4708 4708 PROCTER & GAMBLE CO 9573 9421 152 152 PROGRESSIVE CORP OHIO 12520 12260 260 260 PROLOGIS INC COM 10509 9915 594 594 THERMO FISHER SCIENTIFIC INC 3659 3656 3 3 TORONTO DOMINION BK NEW CANADA CAD 10560 10156 404 404 UNION PACIFIC CORP 3351 3301 50 50 VISA INC CL A 17184 14359 2825 2825 WALMART INC 14510 11754 2756 2756 XCEL ENERGY INC 6156 6748 -592 -592 ZOETIS INC 4393 4398 -5 -5 ACCOUNTING ADJUSTMENTS 265 -265 -265 CAPITAL GAINS DIVIDENDS P 8597 8597 8597 107830 2085 0 2085 0 2085 3395 0 0 0 3395 0 1310 1310 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A STUART NEUHAUSER 8453548780 55 S PARKER DRIVE MONSEY NY 10952 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART NEUHAUSER 55 S PARKER DR MONSEY NY 10952 PRES/DIRECTOR 0.20 0 0 0 MARK NEUHAUSER 55 S PARKER DR MONSEY NY 10952 SEC/TREAS/DIRECTOR 0.10 0 0 0 BEN NEUHAUSER 2020 AVENUE V 2A BROOKLYN NY 11229 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 1582457 575087 0 2157544 0 0 2157544 32363 2125181 106259 106259 2085 2085 104174 0 104174 0 104174 83812 0 83812 104174 0 0 207690 97158 199457 52366 556671 83812 0 0 0 83812 0 20362 20362 536309 0 0 0 0 0 0 187328 348981 97158 199457 52366 STUART NEUHAUSER X CONGREGATION AHAVAS YITZCHOK 119 FORSHAY ROAD MONSEY NY 10952 NONE CHARITY CHARITABLE 1700 CONGREGATION BAIS MEDRASH BAIS AHRON PO BOX 57 MONSEY NY 10952 NONE CHARITY CHARITABLE 180 CONGREGATION BEER MAYIM 9 LINCOLN AVENUE NEW SQUARE NY 10977 NONE CHARITY CHARITABLE 12000 CONGREGATION CHOCHMAS SHLOMO 5014 16TH AVENUE BROOKLYN NY 11204 NONE CHARITY CHARITABLE 1800 EYZER LYISROEL 33 FORSHAY ROAD MONSEY NY 10952 NONE CHARITY CHARITABLE 1500 KUPATH EZRA OF ROCKLAND COUNTY 28 BLAUVELT ROAD MONSEY NY 10952 NONE CHARITY CHARITABLE 1800 MIVTACH OZ 10 ROMAN BLVD MONSEY NY 10952 NONE CHARITY CHARITABLE 5000 NETZACH YISROEL 49 FORSHAY ROAD MONSEY NY 10952 NONE CHARITY CHARITABLE 57790 YESHIVA AVIR YAAKOV 766 N MAIN STREET NEW SQUARE NY 10977 NONE CHARITY CHARITABLE 250 VARIOUS CHARITIES VARIOUS MONSEY NY 10952 NONE CHARITY CHARITABLE 1792 83812 0 14 45258 18 15786 18 107830 0 168874 0 168874 3 THE FOUNDATION MAKES TEMPORARY CASH INVESTMENTS TO GENERATE INVESTMENT INCOME. THAT INCOME IS USED TO MAKE CONTRIBUTIONS TO VARIOUS ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 STUART NEUHAUSER 55 S PARKER DRIVE MONSEY NY 10952 200000 X ACCOUNTING 4850 970 0 UBS BROKERAGE ACCOUNTS AT COST 1867325 1934026 INVESTMENT FEES 17599 17599 0 FOREIGN 314 314 0