2025-11-17T13:43:14-06:00 2024-12-31 222095327 ROSS ANGLIM ANGELINI & CO LLP 775 MOUNTAIN BLVD WATCHUNG NJ 07069 990PF 2024-01-01 223177997 RITCHIE-KIRK FOUNDATION INC C/O ROSS ANGLIM ANGELINI & CO LLP RITC 9085611600 775 MOUNTAIN BLVD WATCHUNG NJ 07069 JEFFREY WEINSTEIN CPA TREASURER 9085611600 2025-11-13 1 0 JEFFREY WEINSTEIN P00164869 9085611600 2025-11-13 2024 2025-03-06 01:10:19Z X 265198 X X 6624 6624 45506 62163 45506 52130 52130 0 0 0 6510 0 0 44 44 0 2084 2084 0 8638 2128 0 50000 50000 58638 2128 50000 -6508 50002 31099 21113 21113 163925 157158 244085 195024 178271 265198 1000 1000 1000 1000 X 15530 15530 0 0 178494 161741 194024 177271 195024 178271 194024 -6508 0 187516 10245 177271 ISHARES CORE S&P 500 ETF P 2018-03-14 2024-12-17 9076 4199 4877 4877 ISHARES RUSSELL 1000 GROWTH ETF P 2016-11-10 2024-12-17 12508 3106 9402 9402 LOWES COMPANIES INC P 1998-03-03 2024-11-19 7887 228 7659 7659 LOWES COMPANIES INC P 1998-03-03 2024-12-11 9147 258 8889 8889 MCDONALD S CORP P 1985-02-27 2024-11-19 7258 85 7173 7173 MCDONALD S CORP P 1985-02-27 2024-12-11 8101 91 8010 8010 PRINCIPAL SPECTRUM PFD & CAP P 2010-12-15 2024-12-17 8186 8690 -504 -504 45506 695 0 695 0 695 3195 0 0 0 3195 0 2500 2500 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A RITCHIE-KIRK FOUNDATIONINC CO ROS 9085611600 775 MOUNTAIN BLVD WATCHUNG NJ 07069 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAIRD MCNERTHNEY 18 DRAVUS STREET APT 408 SEATTLE WA 98109 PRESIDENT 0.00 0 0 0 TRICIA NELSON 775 MOUNTAIN BLVD WATCHUNG NJ 07069 VICE PRESIDENT 0.00 0 0 0 JEFFREY WEINSTEIN 775 MOUNTAIN BLVD WATCHUNG NJ 07069 TREASURER 0.00 0 0 0 MARK DORAN 775 MOUNTAIN BLVD WATCHUNG NJ 07069 TRUSTEE 0.00 0 0 0 MICHAEL ROSS 775 MOUNTAIN BLVD WATCHUNG NJ 07069 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 275349 8486 0 283835 0 0 283835 4258 279577 13979 13979 695 695 13284 0 13284 0 13284 50000 0 50000 13284 0 0 27361 50641 58707 87383 33935 258027 50000 0 0 0 13284 36716 0 0 294743 0 0 0 0 0 0 27361 267382 50641 58707 87383 33935 36716 X CAUSE 4 PAWS PET FOOD BANK 7201 E SOLANO DRIVE SCOTTSDALE AZ 85250 NONE PC MEALS-ON-WHEELS AND HUNGER RELIEF FOR PETS 2500 COURTHOUSE DOGS FOUNDATION 317 109TH AVE SE BELLEVUE WA 98004 NONE PC FACILITY DOGS PROVIDING SPECIAL COMFORT TO CHILD VICTIMS OF CRIME 3000 LUNCH BREAK 121 DRS JAMES PARKER BLVD RED BANK NJ 07701 NONE PC PROVIDES FOOD, CLOTHING, LIFE SKILLS AND FELLOWSHIP TO THOSE IN NEED IN MONMOUTH COUNTY AND BEYOND 1000 MADISON COMMUNITY CATS 53 ROBINSON LANE SYRIA VA 22743 NONE PC IMPROVING THE LIVES OF CATS IN OUR COMMUNITY BY PROVIDING NO-COST SPAY & NEUTER SERVICES TO CAT OWNERS AND COLONY CARETAKERS IN RURAL MADISON AND CULPEPER COUNTIES, VIRGINIA 1500 NATIONAL DISASTER SEARCH DOG FOUNDATION INC C/O WILMA MELVILLE 6800 WHEELER CANYON ROAD SANTA PAULO CA 93060 NONE PC TO ASSIST THE SEARCH DOG PROGRAM 2250 NEIGHBOR GOOD 302 AMERICAN PKWY PAPILLION NE 68046 NONE PC PROVIDES FOOD, TOILETRIES AND OTHER HOUSEHOLD ITEMS TO CLIENTS IN THE SERVICE AREA. 2500 POPCORN PARK ZOO 1 HUMANE WAY FORKED RIVER NJ 08731 NONE PC TO PROVIDE QUALITY CARE TO ALL ANIMALS, DOMESTIC AND WILDLIFE, INCLUDING THEIR RESCUE, HOUSING, VETERINARY CARE, PLACEMENT WHENEVER POSSIBLE. ALSO TO PREVENT CRUELTY TO ANIMALS. 3000 REDROVER PO BOX 188890 SACRAMENTO CA 95818 NONE PC HELPS ANIMALS RESCUED FROM DISASTERS OR NEGLECT, DOMESTIC VIOLENCE VICTIMS SEEKING SAFETY WITH THEIR PETS, AND ANIMALS WITH LIFE-THREATENING ILLNESSES. 2500 SEATTLE ANIMAL SHELTER FOUNDATION PO BOX 99006 SEATTLE WA 98139 NONE PC SASF RAISES CRITICAL FUNDS TO HELP ENRICH THE LIVES OF SEATTLE'S ANIMALS AND EMPOWERS VOLUNTEERS AND THE LOCAL COMMUNITY TO BECOME PART OF THE EFFORT 3000 SECOND CALL THOROUGHBRED ADOPTION AND PLACEMENT INC PO BOX 113 HELMETTA NJ 08828 NONE PC TO ASSIST AND ENSURE THAT RETIRED RACEHORSES FIND A SECOND CALLING AND/OR PROFESSION 2500 SERENITY STABLES COMBAT TO CALM C/O RENE STONE 303 VALLEY STREET ATLANTIC HIGHLANDS NJ 07716 NONE PC TO PROVIDE HORSE-ASSISTED ACTIVITIES TO VETERANS RETURNING FROM DEPLOYMENT WITH A BROAD SPECTRUM OF PHYSICAL, MENTAL AND EMOTIONAL DISABILITIES. 3000 TESS MCINTYRE FOUNDATION 81160 KINGSTON HEATH LA QUINTA CA 92253 NONE PC DEDICATED TO SUPPORT DOG RESCUE ORGANIZATIONS AND PROVIDE ANIMALS WITH HEALTHCARE 3000 THE ELEVENTH HOUR ANIMAL RESCUE INC PO BOX 218 ROCKAWAY NJ 07866 NONE PC FOCUSING ON SAVING DEATH ROW DOGS AND CATS FROM KILL SHELTERS; FOSTERING THEM IN A HOME; PROVIDING THEM WITH LOVE AND MEDICAL ATTENTION UNTIL THEY FIND THEIR HOMES; EDUCATING THE COMMUNITY ABOUT THE ANIMAL OVER POPULATION PROBLEM AND THE IMPORTANCE OF SPAYING AND NEUTERING. 2750 THE SEEING EYE PO BOX 375 MORRISTOWN NJ 07963 NONE PC PET ASSISTED THERAPY PROGRAMS 15000 WISKERS RESCUE INC PO BOX 1206 SAYREVILLE NJ 08871 NONE PC TO EMPOWER CAT CARETAKERS TO REDUCE THE CATS BORN OUTSIDE 2500 50000 0 14 6624 18 45506 0 52130 0 52130 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6510 0 0 ISHARES CORE S&P 500 ETF FMV 23793 50038 ISHARES TIPS BOND ETF FMV 16627 15450 ISHARES CORE US AGGREGATE BOND ETF FMV 25214 23256 ISHARES MSCI EAFE GROWTH ETF FMV 8947 12588 VANGUARD MID-CAP ETF FMV 8475 18489 VANGUARD SMALL-CAP FMV 8394 18021 PIMCO INCOME FUND FMV 38183 34170 ISHARES RUSSELL 1000 GROWTH ETF FMV 16046 62245 ISHARES MSCI EMERGING MARKETS ETF FMV 11479 9828 OTHER DECREASE 10245 INVESTMENT MANAGEMENT FEES 2084 2084 0 FOREIGN TAXES 44 44 0