2024-10-17T09:54:33-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990PF 2023-01-01 205692529 ORITANI CHARITABLE FOUNDATION ORIT 2017838375 500 N FRANKLIN TURNPIKE 301 RAMSEY NJ 07446 JOHN FIELDS PRESIDENT 2017838375 2024-10-17 1 0 SCOTT BROWN P02104034 9082726200 2023 2024-10-15 13:58:12Z X 20092005 X X 7740 7740 578602 578602 0 586342 586342 0 0 0 101 0 101 32000 0 28750 8150 0 0 1981 0 1981 42232 0 30832 307720 586228 349952 0 617060 236390 586342 57743 10683 10683 535386 550465 550465 95875 94612 95875 95875 7871274 7558093 7558093 10367347 11839483 11839483 45556 37406 37406 18971918 20092005 20092005 19750 23000 1466559 1188051 85760 101870 1572069 1312921 X 17399849 18779084 17399849 18779084 18971918 20092005 17399849 236390 1158955 18795194 16110 18779084 8150 0 8150 0 8150 45556 0 0 0 45556 X 0 37406 37406 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A THE MARCHESE GROUP LLC 2017838375 500 N FRANKLIN TURNPIKE SUITE 301 RAMSEY NJ 07446 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEVIN J LYNCH C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 EXECUTIVE VICE PRESIDENT/DIRECTOR 0.50 0 0 0 JAMES J DOYLE JR C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 DIRECTOR 0.50 0 0 0 ROBERT S HEKEMIAN JR C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 DIRECTOR 0.50 0 0 0 ANNE MOORADIAN C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 DIRECTOR 0.50 0 0 0 JOHN M FIELDS JR C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 PRESIDENT/DIRECTOR 12.00 0 0 0 JUDITH SCHUMACHER TILTON C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 DIRECTOR 0.50 0 0 0 NICK ANTONACCIO C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 DIRECTOR 0.50 0 0 0 BRIAN MARCHESE C/O THE MARCHESE GROUP LLC 500 N FRANKLIN TURNPIKE SUITE 306 RAMSEY NJ 07446 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 17817378 555347 0 18372725 0 0 18372725 275591 18097134 904857 904857 8150 8150 896707 0 896707 0 896707 617060 0 617060 896707 523245 0 0 617060 523245 0 0 93815 0 0 0 0 0 0 0 0 802892 0 0 0 X BERGEN VOLUNTEER MEDICAL INITIATIVE INC 75 ESSEX ST 100 HACKENSACK NJ 07601 N/A PC DONATION GENERAL SUPPORT 110000 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC DONATION GENERAL SUPPORT 100825 CUMACECHO INC 223 ELLISON STREET PO BOX 2721 PATERSON NJ 07509 N/A PC DONATION GENERAL SUPPORT 200403 REED FOUNDATION FOR AUTISM 25 POTASH RD OAKLAND NJ 07436 N/A PC GREENS DO GOOD 100000 TABLE TO TABLE 160 PEHLE AVE SUITE 303 SADDLE BROOK NJ 07663 N/A PC DONATION GENERAL SUPPORT 50000 THE VALERIE FUND 2101 MILLBURN AVE 3719 MAPLEWOOD NJ 07040 N/A PC 5K WALK & RUN 25000 586228 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC GENERAL SUPPORT 299995 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC CAPITAL CAMPAIGN 500000 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC SUPPLEMENTAL 250000 CUMACECHO INC 223 ELLISON STREET PO BOX 2721 PATERSON NJ 07509 N/A PC GENERAL SUPPORT 194486 1244481 14 7740 14 578602 0 586342 0 586342 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX PREP FEES 23000 0 19750 ACCOUNTING FEES 9000 0 9000 VALLEY NATIONAL BANCORP - 695,957 SHARES 7558093 7558093 ISHARES MSCI EMERGING MARKETS ETF FMV 778224 778224 ISHARES RUSSELL 2000 ETF FMV 1867607 1867607 SPDR S&P 500 ETF FMV 4817742 4817742 VANGUARD TOTAL INTL FMV 1681709 1681709 ISHARES TIPS BOND ETF FMV 1267092 1267092 ISHARES CORE U S AGGREGATE BOND ETF FMV 521162 521162 VANGUARD TOTAL INTL BOND INDEX ETF FMV 905947 905947 LEGAL FEES 101 0 101 PREPAID FEDERAL EXCISE TAX 45556 37406 37406 DEFERRED EXCISE TAX BENEFIT 16110 DUES AND SUBSCRIPTIONS 1045 0 1045 FILING FEES 644 0 644 MEALS & ENTERTAINMENT 292 0 292 UNREALIZED APPRECIATION IN FAIR VALUE OF INVESTMENTS 1158955 DEFERRED FEDERAL EXCISE TAX PAYABLE 85760 101870 FEDERAL EXCISE TAX EXPENSE 8150 0 0