2024-05-14T08:45:50-05:00 2023-12-31 222706394 CLYNE EAGAN & ASSOCIATES 8 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 990PF 2023-01-01 226042694 FRED FATZLER FOUNDATION FRED 9733871080 230 MADISON AVENUE MORRISTOWN NJ 07960 PETER MCRAE SECRETARY 9733779521 2024-05-10 1 PETER MCRAE 999009999 0 PAUL ARCHBOLD P00189388 9739939767 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1731777 X X 34026 33327 40034 310678 40034 74060 73361 0 0 0 4628 2314 2314 1500 0 0 460 230 230 6588 2544 2544 75600 75600 82188 2544 78144 -8128 70817 3701 31593 31593 198881 174297 173575 867853 806425 1296671 150020 150012 141002 49197 99197 88936 1269652 1261524 1731777 0 0 X 1085835 1085835 0 0 183817 175689 1269652 1261524 1269652 1261524 1269652 -8128 0 1261524 0 1261524 THRU FIDELITY-BRISTOL MYERS SQUIBBCO COM P 2019-11-21 2023-05-03 30190 25384 4806 4806 THRU FIDELITY-BRISTOL MYERS SQUIBBCO COM P 2020-01-14 2023-05-03 6709 6615 94 94 THRU FIDELITY-BRISTOL MYERS SQUIBBCO COM P 2021-02-03 2023-05-03 10063 9326 737 737 THRU FIDELITY-BRISTOL MYERS SQUIBBCO COM P 2021-03-25 2023-05-03 13418 12441 977 977 THRU FIDELITY-CATERPILLAR INC P 2021-08-20 2023-02-15 55503 46126 9377 9377 THRU FIDELITY-CERENCE INC COM P 2020-01-14 2023-01-13 19732 17181 2551 2551 THRU FIDELITY-FORTREA HLDGS INC P 2018-07-27 2023-12-06 7028 5990 1038 1038 THRU FIDELITY-KINDER MORGAN INC P 2013-05-31 2023-05-04 54756 50386 4370 4370 THRU FIDELITY-MEDTRONIC PLC MDT P 2015-01-27 2023-06-14 26449 22701 3748 3748 THRU FIDELITY-MEDTRONIC PLC MDT P 2017-01-26 2023-06-14 8816 7425 1391 1391 THRU FIDELITY-QUANTA SERVICES COM P 2015-06-26 2023-10-03 12685 2216 10469 10469 THRU FIDELITY-SKYWORKS SOLUTIONS INC P 2020-11-10 2023-08-09 32276 41450 -9174 -9174 THRU FIDELITY-SKYWORKS SOLUTIONS INC P 2021-11-24 2023-08-09 5379 7800 -2421 -2421 THRU FIDELITY-OMNICOM GROUP INC P 2007-08-10 2007-05-01 27674 15603 12071 12071 40034 984 0 984 0 984 5241 0 0 0 5241 X 0 4257 4257 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A PETER MCRAE 9733871080 230 MADISON AVE MORRISTOWN NJ 07960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RODERICK MCCRAE 17 MIDWOOD TERRACE MADISON NJ 07940 PRESIDENT/TRUSTEE 0.00 0 0 0 RODERICK MCCRAE III ONE KING RICHARDS COURT WATCHUNG NJ 07069 TREASURER/TRUSTEE 0.00 0 0 0 KEVIN MCRAE 45 SHERBROOK DRIVE BERKELEY HEIGHTS NJ 07922 TRUSTEE 0.00 0 0 0 PETER MCRAE PO BOX 274 NEW VERNON NJ 07976 SECRETARY/TRUSTEE 0.00 0 0 0 RODERICK MCCRAE IV ONE KING RICHARDS COURT WATCHUNG NJ 07069 TRUSTEE 0.00 0 0 0 REAGAN P MCRAE 1 KING RICHARDS COURT WATCHUNG NJ 07069 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 1541497 83172 0 1624669 0 0 1624669 24370 1600299 80015 80015 984 984 79031 0 79031 0 79031 78144 0 78144 79031 0 0 4686 3029 7715 78144 0 0 0 78144 0 887 887 6828 0 0 0 0 0 0 3799 3029 3029 RODERICK MCRAE 230 MADISON AVENUE MORRISTOWN NJ 07960 9733871080 IN WRITING, ANYTIME, NOTIFICATIONS OF APPROVAL ONLY SEPTEMBER 10, 2022 NONE WILSON COLLEGE 1015 PHILADELPHIA AVENUE CHAMBERSBURG PA 17201 NONE PUBLIC GENERAL 5000 OVERLOOK HOSPITAL 193 MORRIS AVENUE SUMMIT NJ 07901 NONE PUBLIC GENERAL 5000 ST HUBERTS ANIMAL WELFARE CENTER 575 WOODLAND AVENUE PO BOX 159 MADISON NJ 079400159 NONE PUBLIC GENERAL 5000 CHESHIRE HOME 9 RIDGEDALE AVENUE FLORHAM PARK NJ 079322329 NONE PUBLIC GENERAL 5000 THE ARC OF UNION COUNTY INC 52 FADEM ROAD SPRINGFIELD NJ 07081 NONE PUBLIC GENERAL 5000 MIDLAND ADULT SERVICES INC - RESIDENTIAL COMMUNITIES BOX 5026 NORTH BRANCH NJ 08876 NONE PUBLIC GENERAL 5000 FOUNDATION FOR MORRISTOWN MEDICAL CENTER 95 MADISON AVENUE SUITE 305 MORRISTOWN NJ 079621965 NONE PUBLIC GENERAL 5000 OLD ROAD FUND INC PO BOX 494 ST JOHNS WEST INDIES AC NONE PUBLIC GENERAL 6000 BIG BROTHERS BIG SISTERS 500 BROAD ST 2ND FLOOR NEWARK NJ 07102 NONE PUBLIC GENERAL 5000 NEWARK STREET SQUASH 50 PARK PLACE SUITE 1041 NEWARK NJ 07102 NONE PUBLIC GENERAL 5000 GREAT SWAMP WATERSHED ASSOCIATION PO BOX 300 NEW VERNON NJ 07976 NONE PUBLIC GENERAL 5000 NJSGA CADDY SCHOLARSHIP FOUNDATION 3 GOLF DRIVE SUITE 206 KENILWORTH NJ 07033 NONE PUBLIC GENERAL 5000 AMERICAN CANCER SOCIETY (RELAY FOR LIFE-GREENSBORO NC) 1901 BRUNSWICK AVE STE 100 CHARLOTTESVILLE NC 28207 NONE PUBLIC GENERAL 500 AMERICAN CANCER SOCIETY (RELAY FOR LIFE) PO BOX 22478 OKLAHOMA CITY OK 73123 NONE PUBLIC GENERAL 600 INTERFAITH FOOD PANTRY 190 SPEEDWELL AVENUE MORRISTOWN NJ 07960 NONE PUBLIC GENERAL 5000 THE MORRIS EDUCATIONAL FOUNDATION 50 EARLY STREET MORRISTOWN NJ 07960 NONE PUBLIC GENERAL 3500 CHURCH OF THE LITTLE FLOWER - KINDNESS TEAM 310 PLAINFIELD AVE BERKELEY HEIGHTS NJ 07922 NONE PUBLIC GENERAL 5000 75600 0 14 34026 18 40034 0 74060 0 74060 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4628 2314 2314 SHELL INTERNATIONAL FIN BV 25012 24508 WELLS FARGO & CO SER T MTN 25000 24461 BK OF AMERICA CORP SER N MTN 25000 24515 CITIGROUP INC SER G MTN 25000 24099 GOLDMAN SACHS GROUP INC 50000 43419 CHECK POINT SOFTWARE TECHNOLOGIES LTD 36118 68755 BECTON DICKINSON & CO COM USD 54086 54862 BROADBRIDGE FINANCIAL SOLUTIONS INC COM 27535 61725 FISERV INC 49728 59778 KEYSIGHT TECHNOLOGIES INC COM 39294 55681 LABORATORY CORP AMER HLDGS COM 33973 51140 LOWES COMPANIES INC COM 18384 50074 MICROSOFT CORP 6464 75208 OMNICOM GROUP INC COM 32561 43255 PERFICIENT INC 46875 52656 QUANTA SERVICES COM 12556 91715 THERMO FISHER SCIENTIFIC INC 25419 47771 TRUIST FINL COPR COM 44655 33228 UNITED RENTALS INC 49392 86013 WILLIAMS-SONOMA INC 16599 60534 WORKDAY INC COM 27435 62114 SALESFORCE INC COM 49156 59207 VERTEX PHARMACEUTICALS INC 46487 81378 NASDAQ INC COM STK 46893 52326 PAYPAL HLDGS INC COM 45147 46057 SNAP-ON INC 49124 50547 UNITED HEALTH GROUP INC 48544 52647 174297 173575 0 0 ISHARES TR PFD AND INCM SEC AT COST 49197 38988 COMERICA BK DALLAS TEX CD AT COST 25000 24974 FIRST HORIZON BK MEMPHIS TENN CD AT COST 25000 24974 BOND INSURANCE 460 230 230 IRS EXCISE TAX 1500 0 0