2025-09-19T13:28:52-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 990PF 2024-01-01 461575176 THE GUSTON FOUNDATION GUST 8456845868 PO BOX 387 WEST HURLEY NY 124910387 MUSA MAYER PRESIDENT 8456845868 2025-09-19 1 1 ANAN A SAMARA EA P02103452 2122862600 2025-09-19 2024 2025-03-06 01:10:19Z X 58993043 X X 45396 45396 45396 696754 696754 696754 1109115 2963518 1109115 0 5235 504 5235 1856500 1851769 747385 204454 0 0 204454 383454 0 0 383454 158472 0 0 158472 37317 0 0 37317 33646 0 0 33646 367593 78966 78966 288627 30135 747 747 29388 3952 0 0 22442 0 0 22442 131756 115 115 131641 1373221 79828 79828 1289441 33630 33630 1406851 79828 79828 1323071 449649 1771941 667557 15055 81715 81715 964182 950199 950199 5330681 5808962 5808962 21139587 22089668 22089668 30056451 30062499 30062499 57505956 58993043 58993043 0 0 X 57505956 58993043 57505956 58993043 57505956 58993043 57505956 449649 1037438 58993043 0 58993043 PUBLICLY TRADED SECURITIES 2244853 1342250 902603 902603 PUBLICLY TRADED SECURITIES 501296 512153 -10857 -10857 CAPITAL GAINS DIVIDENDS P 217369 217369 217369 1109115 -10857 24630 0 24630 0 24630 25000 0 0 0 25000 0 370 370 0 0 0 0 0 0 0 0 0 0 0 1 1 DE NY 1 1 0 0 0 1 N/A PKF O'CONNOR DAVIES ADVISORY LLC 2122862600 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MUSA MAYER PO BOX 387 WEST HURLEY NY 124910387 DIRECTOR, PRESIDENT 2.00 0 0 0 THOMAS MAYER PO BOX 387 WEST HURLEY NY 124910387 DIRECTOR, VICE PRESIDENT, SECRETARY 0.25 0 0 0 KERRIE BUITRAGO PO BOX 387 WEST HURLEY NY 124910387 DIRECTOR (BEGAN 10/10/2024) 0.25 0 0 0 MICHAEL CONFORTI PO BOX 387 WEST HURLEY NY 124910387 DIRECTOR 0.25 5000 0 0 HARRY COOPER PO BOX 387 WEST HURLEY NY 124910387 DIRECTOR (BEGAN 10/10/2024) 0.25 0 0 0 PAMELA MAYER PO BOX 387 WEST HURLEY NY 124910387 DIRECTOR 0.25 0 0 0 MAURICE M REDER PO BOX 387 WEST HURLEY NY 124910387 FORMER DIRECTOR (THRU 10/01/2023) 0.25 5000 0 0 SARAH RADIC PO BOX 387 WEST HURLEY NY 124910387 EXECUTIVE DIRECTOR 40.00 194454 25525 0 GRETCHEN OPIE PO BOX 387 WEST HURLEY NY 124910387 DATABASE DEVELOPER 40.00 91731 19573 0 KERRIGAN KESSLER PO BOX 387 WEST HURLEY NY 124910387 ARCHIVE CATALOGUER 40.00 83571 18547 0 MARK MANN PO BOX 387 WEST HURLEY NY 124910387 DIGITAL TECHNICIAN 40.00 58173 18246 0 KELDON POLACCO PO BOX 387 WEST HURLEY NY 124910387 DIGITAL TECHNICIAN 40.00 52375 17814 0 0 NATIONAL INSTITUTES OF FINE ARTS & LITERATURE JOS MORAN 192 COL DANIEL GARZA MEXICO CITY MX CP 11840 ARTWORK CONSERVATION AND RESTORATION 101419 CAPITAL GROUP PRIVATE CLIENT SERVICES 399 PARK AVENUE NEW YORK NY 100224614 INVESTMENT MANAGEMENT AND ADVISORY 78966 0 CATALOGUING AND ARCHIVING ALL THE WORKS PRODUCED BY THE ARTIST PHILIP GUSTON AND MAKING HIS WORK AVAILABLE TO FACILITATE ART EDUCATION AND RESEARCH. 1151634 DURING THE YEAR, THE FOUNDATION; IN CONJUCTION WITH THE MINISTRY OF CULTURE OF THE GOVERNMENT OF MEXICO, THROUGH THE NATIONAL INSTITUTES OF FINE ARTS AND LITERATURE (INBAL), AND ANTHROPOLOGY AND HISTORY (INAH); PROVIDED SUPERVISION AND SUPPORT FOR THE RESTORATION OF "THE FIGHT AGAINST TERRORISM" MURAL WHICH WAS CREATED BY PHILIP GUSTON BETWEEN AUGUST 1934 AND JANUARY 1935 AND IS LOCATED IN THE MICHOACAN REGIONAL MUSEUM IN MORELIA, MEXICO. THE RESTORATION BEGAN IN SEPTEMBER 2023 WITH A GROUND-PENETRATING RADAR ANALYSIS TO DETERMINE THE SOURCES AND LEVELS OF MOISTURE AFFECTING THE MURAL AND THE MURAL WAS REOPENED AT THE MUSEUM DURING A CEREMONY HELD ON JANUARY 31, 2025. THE MICHOACAN REGIONAL MUSEUM IS OPEN TO THE PUBLIC TYPICALLY BETWEEN THE HOURS OF 9:00AM AND 5:00PM TUESDAY THROUGH SUNDAY. 137807 0 27499827 1081305 0 28581132 0 0 28581132 428717 28152415 1407621 X 1323071 0 1323071 2012-12-17 X 667557 599564 368725 289049 1924895 567423 509629 313416 245692 1636161 1323071 1131118 1177692 1023497 4655378 33630 30000 110300 20000 193930 1289441 1101118 1067392 1003497 4461448 0 0 938414 860065 878966 978663 3656108 0 0 0 0 MUSA MAYER THOMAS MAYER X ALIMA USA INC PO BOX 3187 NEW YORK NY 10008 N/A PC GENERAL OPERATING SUPPORT 2500 AMERICAN ACADEMY IN ROME 535 W 22ND STREET 3RD FLOOR NEW YORK NY 10011 N/A PC GENERAL OPERATING SUPPORT 1000 AMON CARTER MUSEUM OF AMERICAN ART 3501 CAMP BOWIE BOULEVARD FORT WORTH TX 76107 N/A PC GENERAL OPERATING SUPPORT 1000 BREAST CANCER RESEARCH FOUNDATION 28 W 44TH STREET SUITE 609 NEW YORK NY 10036 N/A PC GENERAL OPERATING SUPPORT 2500 CLARK ART INSTITUTE 225 SOUTH STREET WILLIAMSTOWN MA 01267 N/A PC GENERAL OPERATING SUPPORT 1500 COALITION FOR THE HOMELESS 129 FULTON STREET NEW YORK NY 10038 N/A PC GENERAL OPERATING SUPPORT 3630 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC GENERAL OPERATING SUPPORT 5000 FRIENDS OF THE RIVIERA BEACH SCHOOLS 1281 E BLUE HERON BOULEVARD SUITE 2 RIVIERA BEACH FL 33404 N/A PC GENERAL OPERATING SUPPORT 5000 JAZZ FOUNDATION OF AMERICA 247 W 37TH STREET NEW YORK NY 10018 N/A PC GENERAL OPERATING SUPPORT 2500 MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC 1040 MASS MOCA WAY NORTH ADAMS MA 01247 N/A PC GENERAL OPERATING SUPPORT 1000 MAVERRICK CONCERTS 120 MAVERICK ROAD WOODSTOCK NY 12498 N/A PC GENERAL OPERATING SUPPORT 5000 PLANNED PARENTHOOD FEDERATION 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 N/A PC GENERAL OPERATING SUPPORT 2500 WILLIAMSTOWN HISTORICAL MUSEUM INC 32 NEW ASHFORD ROAD WILLIAMSTOWN MA 01267 N/A PC GENERAL OPERATING SUPPORT 500 33630 0 14 45396 14 696754 14 504 18 1109115 CREDIT CARD REWARDS 01 4731 0 1856500 0 1856500 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING AND TAX RETURN PREPARATION 33646 0 0 33646 ABBOTT LABS COM (ABT) 654.000 SHARES 73974 73974 ABBVIE INC COM (ABBV) 288.000 SHARES 51178 51178 ACCENTURE PLC IRELAND SHS CL A (ACN) 193.000 SHARES 67895 67895 AIRBUS GROUP ADR NCE & SPACE CO (EADSY) 739.000 SHARES 29438 29438 ALNYLAM PHARMACEUTICALS INC COM (ALNY) 67.000 SHARES 15766 15766 ALPHABET INC CAP STK CL C (GOOG) 1,471.000 SHARES 280137 280137 AMAZON COM INC COM (AMZN) 873.000 SHARES 191527 191527 AMETEK INC NEW COM (AME) 236.000 SHARES 42541 42541 AMGEN INC COM (AMGN) 74.000 SHARES 19287 19287 ANALOG DEVICES INC COM (ADI) 115.000 SHARES 24433 24433 ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BUD) 287.000 SHARES 14370 14370 AON PLC REGISTERED SHS CL A (AON) 44.000 SHARES 15803 15803 APPLE INC COM (AAPL) 836.000 SHARES 209351 209351 APPLIED MATLS INC COM (AMAT) 140.000 SHARES 22768 22768 ARAMARK COM (ARMK) 411.000 SHARES 15334 15334 ASML HLDG N V N Y REGISTRY SHS NEW 2012 (ASML) 38.000 SHARES 26337 26337 ASTRAZENECA PLC SPONSORED ADR (AZN) 579.000 SHARES 37936 37936 ATI INC COM (ATI) 586.000 SHARES 32253 32253 ATLASSIAN CORP CL A (TEAM) 270.000 SHARES 65713 65713 BRISTOL MYERS SQUIBB CO COM (BMY) 278.000 SHARES 15722 15722 BROADCOM INC COM (AVGO) 1,780.000 SHARES 412675 412675 BURLINGTON STORES INC COM (BURL) 83.000 SHARES 23660 23660 CAPITAL ONE FINL CORP COM (COF) 131.000 SHARES 23360 23360 CARRIER GLOBAL CORP COM (CARR) 688.000 SHARES 46963 46963 CENTERPOINT ENERGY INC COM (CNP) 705.000 SHARES 22370 22370 CHARTER COMMUNICATIONS INC NEW CL A (CHTR) 107.000 SHARES 36676 36676 CHIPOTLE MEXICAN GRILL INC COM (CMG) 1506.000 SHARES 90812 90812 CHURCH & DWIGHT INC COM (CHD) 347.000 SHARES 36334 36334 COMCAST CORP NEW CL A (CMCSA) 1,073.000 SHARES 40270 40270 CONOCOPHILLIPS COM (COP) 683.000 SHARES 67733 67733 CONSTELLATION ENERGY CORP COM (CEG) 640.000 SHARES 143174 143174 CSX CORP COM (CSX) 517.000 SHARES 16684 16684 DANAHER CORP COM (DHR) 307.000 SHARES 70472 70472 DARDEN RESTAURANTS INC COM (DRI) 81.000 SHARES 15122 15122 DISCOVER FINL SVCS COM (DFS) 123.000 SHARES 21307 21307 EDISON INTL COM (EIX) 288.000 SHARES 22994 22994 ELECTRONIC ARTS INC COM (EA) 190.000 SHARES 27797 27797 ELEVANCE HEALTH INC COM (ELV) 101.000 SHARES 37259 37259 ENTERGY CORP NEW COM (ETR) 524.000 SHARES 39730 39730 EQUIFAX INC COM (EFX) 92.000 SHARES 23446 23446 EQUINIX INC COM (EQIX) 29.000 SHARES 27344 27344 EXXON MOBIL CORP COM (XOM) 206.000 SHARES 22159 22159 FEDEX CORP COM (FDX) 155.000 SHARES 43606 43606 GALLAGHER ARTHUR J & CO COM (AJG) 163.000 SHARES 46268 46268 GE VERNOVA INC COM (GEV) 181.000 SHARES 59536 59536 GENERAL ELEC CO COM NEW (GE) 293.000 SHARES 48869 48869 HEICO CORP NEW CL A (HEIA) 49.000 SHARES 9118 9118 HEICO CORP NEW COM (HEI) 39.000 SHARES 9272 9272 HENRY JACK & ASSOC INC COM (JKHY) 177.000 SHARES 31028 31028 HILTON WORLDWIDE HLDGS INC COM (HLT) 205.000 SHARES 50668 50668 INGERSOLL RAND INC COM (IR) 641.000 SHARES 57985 57985 ITT INC COM (ITT) 256.000 SHARES 36577 36577 JPMORGAN CHASE & CO COM (JPM) 430.000 SHARES 103075 103075 KKR & CO INC COM (KKR) 205.000 SHARES 30322 30322 KLA CORP COM (KLAC) 132.000 SHARES 83176 83176 LILLY ELI & CO COM (LLY) 82.000 SHARES 63304 63304 LINDE PLC (LIN) 253.000 SHARES 105924 105924 MARRIOTT INTL INC CL A (MAR) 92.000 SHARES 25662 25662 MARSH & MCLENNAN COS INC COM (MMC) 802.000 SHARES 170353 170353 MASTERCARD INC CL A (MA) 41.000 SHARES 21589 21589 META PLATFORMS INC CL A (META) 212.000 SHARES 124128 124128 MICRON TECHNOLOGY INC COM (MU) 266.000 SHARES 22387 22387 MICROSOFT CORP COM (MSFT) 926.000 SHARES 390309 390309 MONDELEZ INTL INC CL A (MDLZ) 227.000 SHARES 13559 13559 MORGAN STANLEY COM NEW (MS) 249.000 SHARES 31304 31304 MSCI INC COM (MSCI) 33.000 SHARES 19800 19800 NETFLIX INC COM (NFLX) 24.000 SHARES 21392 21392 NORTHROP GRUMMAN CORP COM (NOC) 86.000 SHARES 40359 40359 NOVO NORDISK A.S. ADR (NVO) 417.000 SHARES 35870 35870 NVIDIA CORP COM (NVDA) 251.000 SHARES 33707 33707 PG&E CORP COM (PCG) 1,121.000 SHARES 22622 22622 PHILIP MORRIS INTL INC COM (PM) 639.000 SHARES 76904 76904 PNC FINL SVCS GROUP INC COM (PNC) 303.000 SHARES 58434 58434 PROGRESSIVE CORP OH COM (PGR) 150.000 SHARES 35942 35942 REGENERON PHARMACEUTICALS INC COM (REGN) 88.000 SHARES 62685 62685 ROYAL CARIBBEAN GROUP (RCL) 265.000 SHARES 61133 61133 RTX CORP COM (RTX) 375.000 SHARES 43395 43395 S&P GLOBAL INC COM (SPGI) 52.000 SHARES 25898 25898 SAFRAN S A ADR (SAFRY) 405.000 SHARES 22073 22073 SAIA INC COM (SAIA) 21.000 SHARES 9570 9570 SALESFORCE INC COM (CRM) 285.000 SHARES 95284 95284 SAREPTA THERAPEUTICS INC COM (SRPT) 71.000 SHARES 8633 8633 SEMPRA COM (SRE) 372.000 SHARES 32632 32632 SERVICENOW INC COM (NOW) 96.000 SHARES 101772 101772 SHERWIN WILLIAMS CO COM (SHW) 68.000 SHARES 23115 23115 STATE STR CORP COM (STT) 338.000 SHARES 33175 33175 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR (TSM) 86.000 SHARES 16984 16984 TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM (TTWO) 172.000 SHARES 31662 31662 TC ENERGY CORPORATION (TRP) 495.000 SHARES 23060 23060 TEXAS INSTRS INC COM (TXN) 94.000 SHARES 17626 17626 TJX COS INC COM (TJX) 239.000 SHARES 28874 28874 TOAST INC CL A (TOST) 1,146.000 SHARES 41772 41772 TRACTOR SUPPLY CO COM (TSCO) 775.000 SHARES 41122 41122 TRANSDIGM GROUP INC COM (TDG) 54.000 SHARES 68433 68433 TRUIST FINL CORP COM (TFC) 955.000 SHARES 41428 41428 UNION PAC CORP COM (UNP) 49.000 SHARES 11174 11174 UNITED AIRLS HLDGS INC COM (UAL) 440.000 SHARES 42724 42724 UNITEDHEALTH GROUP INC COM (UNH) 165.000 SHARES 83467 83467 VERALTO CORP COM (VLTO) 172.000 SHARES 17518 17518 VISA INC COM CL A (V) 637.000 SHARES 201317 201317 WASTE CONNECTIONS INC COM (WCN) 579.000 SHARES 99292 99292 WELLS FARGO & CO NEW COM (WFC) 511.000 SHARES 35893 35893 WELLTOWER INC (WELL) 236.000 SHARES 29743 29743 YUM BRANDS INC COM (YUM) 107.000 SHARES 14355 14355 AMERICAN BOND FUND OF AMERICA CLASS F3 (BFFAX) 348,656.980 SHARES FMV 3884039 3884039 AMERICAN GLOBAL INSIGHT FUND CLASS F3 (AGVHX) 312,447.558 SHARES FMV 7308148 7308148 AMERICAN GROWTH FUND OF AMERICA CLASS F3 (GAFFX) 19,879.217 SHARES FMV 1480405 1480405 AMERICAN HIGH-INCOME TRUST CLASS F3 (HIGFX) 91,167.327 SHARES FMV 889793 889793 AMERICAN INTERMEDIATE BOND FUND CLASS F3 (IFBFX) 413,315.469 SHARES FMV 5129245 5129245 AMERICAN MUTUAL FUND CLASS F3 (AFMFX) 26,349.017 SHARES FMV 1452885 1452885 AMERICAN NEW WORLD FUND CLASS F3 (FNWFX) 18,494.470 SHARES FMV 1424444 1424444 AMERICAN SHORT-TERM BOND FUND OF AMERICA CLASS F3 (FSBTX) 54,581.742 SHARES FMV 520709 520709 GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 37317 0 0 37317 ART WORKS 30039000 30039000 30039000 ORGANIZATIONAL COSTS 17451 13499 13499 OTHER RECEIVABLES 10000 10000 FURNITURE, FIXTURES AND EQUIPMENT EXPENSES 7454 0 0 7454 INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE 34550 0 0 34550 INSURANCE EXPENSE 65305 0 0 65305 OFFICE AND OTHER EXPENSES 24332 0 0 24332 OTHER INVESTMENT EXPENSES 115 115 115 0 SECURITY LITIGATION PROCEEDS 504 504 504 CREDIT CARD REWARDS 4731 4731 UNREALIZED APPRECIATION ON INVESTMENTS 1037438 ADVERTISERS, PUBLICISTS AND DIGITAL MARKETERS 65064 0 0 65064 ARTWORK CONSERVATION AND RESTORATION 158788 0 0 158788 INFORMATION TECHNOLOGY CONSULTANTS 47375 0 0 47375 SUBMISSION COMMITTEE HONORARIUM 11400 0 0 11400 OTHER PROFESSIONAL FEES 6000 0 0 6000 INVESTMENT MANAGEMENT AND ADVISORY 78966 78966 78966 0 FEDERAL EXCISE TAX PAID 29388 0 0 29388 FOREIGN TAXES WITHHELD 747 747 747 0