2025-02-13T08:19:57-06:00 2024-09-30 881478669 CBIZ ADVISORS LLC 340 MT KEMBLE AVE SUITE 210N MORRISTOWN NJ 07960 990PF 2023-10-01 223684650 PAUL B GREETIN AND BERYL S GREETIN FOUNDATION INC PAUL 9734551970 713 APPALOOSA RD DOWNINGTOWN PA 19335 MARTIN LIBERMAN ESQ TRUSTEE 9734551970 2025-02-10 1 0 JO ANNA M FELLON CPA P01316522 9739293500 2023 2025-03-06 01:10:19Z X 9414731 X X 9369 9369 214585 214585 11486 1902122 12660 243 243 235683 236857 85000 0 85000 7025 5269 0 90320 90089 0 182345 95358 85000 361500 361500 543845 95358 446500 -308162 141499 441001 276781 276781 1507110 1500951 1500951 5673600 6943908 6943908 654593 693091 693091 8276304 9414731 9414731 0 0 X 0 0 0 0 8276304 9414731 8276304 9414731 8276304 9414731 8276304 -308162 1446589 9414731 0 9414731 PUBLICLY TRADED SECURITIES - MS 022151 116780 113602 3178 3178 PUBLICLY TRADED SECURITIES - MS 022151 936692 1024459 -87767 -87767 PUBLICLY TRADED SECURITIES - MS 113976 94659 134261 -39602 -39602 PUBLICLY TRADED SECURITIES - MS 113976 753319 617140 136179 136179 CAPITAL GAINS DIVIDENDS P 672 672 672 12660 1967 0 1967 0 1967 11050 0 0 0 11050 X 0 9083 9083 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A MARTIN LIBERMAN 9734551970 713 APPALOOSA RD DOWNINGTOWN PA 19335 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN LIBERMAN 713 APPALOOSA RD DOWNINGTOWN PA 19335 TRUSTEE 5.00 85000 0 0 ERIC LIBERMAN 10 PARK PLACE MORRISTOWN NJ 07960 TRUSTEE 1.00 0 0 0 BRUCE E GOLDMAN 103 EISENHOWER PARKWAY PO BOX 610 ROSELAND NJ 07068 TRUSTEE 0.00 0 0 0 NONE 0 MORGAN STANLEY PRIVATE WEALTH MANAGEMENT 112 WORCESTER STREET WELLESLEY MA 02481 ADVISORY & MANAGEMENT FEES 90089 0 0 8644906 385871 0 9030777 0 0 9030777 135462 8895315 444766 444766 1967 1967 442799 0 442799 0 442799 446500 0 446500 442799 16515 0 0 446500 16515 0 0 429985 0 0 0 0 0 0 0 0 12814 0 0 0 CO MARTIN LIBERMAN ESQ 713 APPALOOSA RD DOWNINGTOWN PA 19335 9734551970 FORMALLY WRITTEN REQUESTS ANNUAL NO RESTRICTIONS ALZHEIMERS ASSOCIATION 400 MORRIS AVE SUITE 251 DENVILLE NJ 07834 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 AMERICAN CANCER SOCIETY 7 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 24000 AMERICAN HEART ASSOCIATION 1 UNION ST SUITE 301 ROBBINSVILLE NJ 08591 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 AMERICAN RED CROSS 520 WEST 49TH STREET NEW YORK NY 10019 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 ASPCA 424 EAST 92ND ST NEW YORK NY 10128 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 CHILDHOOD LEUKEMIA FOUNDATION 807 MANTOLOKING ROAD STE 203 BRICK NJ 08723 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 10000 CHOP POINT INC 420 CHOP POINT ROAD WOOLWICH ME 04579 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 COMMUNITY FOOD BANK OF NJ - NORTH REGION 31 EVANS TERMINAL ROAD HILLSIDE NJ 07205 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 COMMUNITY FOOD BANK OF NJ - SOUTH REGION 31 EVANS TERMINAL ROAD HILLSIDE NJ 07205 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 CONGREGATION LEVI YITZCHOK 226 SUSSEX AVENUE MORRISTOWN NJ 07960 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 ELWYN 111 ELWYN RD MEDIA PA 19063 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 25000 EMORY UNIV FOUNDATION OF LAW 1301 CLIFTON ROAD ATLANTA GA 30322 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 JERSEY BATTERED WOMEN SOCIETY PO BOX 1437 MORRISTOWN NJ 07960 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 4261 PITTSFIELD MA 01202 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 LUSTGARTEN FOUNDATION 415 CROSWAYS PARK DR D WOODBURY NY 11797 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 10000 MARKET STREET MISSION 9 MARKET ST MORRISTOWN NJ 07960 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 3RD AVE 3RD FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 RUTGERS SCHOOL OF ENGINEERING 98 BRETT ROAD PISCATAWAY NJ 08854 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 10000 SALVATION ARMY OF MORRISTOWN 4 GARY ROAD UNION NJ 07083 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 10000 SEEING EYE PO BOX 375 MORRISTOWN NJ 07963 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL RD SUITE 801889 DALLAS TX 75380 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 TEMPLE OF BETH ISRAEL PA 2090 HOLLYWOOD DR YORK PA 17403 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 2500 THE FIRST PRESBYTERIAN CHURCH OF MORRISTOWN 65 SOUTH ST MORRISTOWN NJ 07960 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 THE FIRST PRESBYTERIAN CHURCH OF SUCCASUNNA 99 MAIN ST SUCCASUNNA NJ 07876 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 UNICEF 3 UNITED NATIONS PLAZA NEW YORK NY 10017 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 10000 UNITED JEWISH APPEAL 130 EAST 59TH ST NEW YORK NY 10022 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 25000 WRRAP 2934 1/2 BEVERLY GLEN CIRCLE 169 LOS ANGELES CA 90077 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 361500 0 14 9369 14 214585 14 243 180000 10814 14 672 10814 224869 0 235683 3 INTEREST BEARING SAVINGS TO FUND CHARITABLE ACTIVITIES 4 INVESTMENTS PURCHASED AND SOLD IN ORDER TO FUND CHARITABLE ACTIVITIES 8 INVESTMENTS PURCHASED AND SOLD IN ORDER TO FUND CHARITABLE ACTIVITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7025 5269 0 NON-OPERATING PRIVATE FOUNDATIONS ARE NOT REQUIRED TO REGISTER WITH THE STATE OF NEW JERSEY. WHILE IN THE PAST THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY HAS ACCEPTED A COPY OF THE FEDERAL FORM 990-PF FROM THESE NON-REGISTERED PRIVATE FOUNDATIONS IT IS NO LONGER ACCEPTING THEM; IT IS ONLY ACCEPTING FILINGS FROM REGISTERED ENTITIES. THEREFORE, NO COPY OF FORM 990-PF WILL BE SENT TO THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY. MORGAN STANLEY 693091 693091 MORGAN STANLEY 6943908 6943908 1500951 1500951 0 0 ADVISORY FEES 90089 90089 0 BANK CHARGES 126 0 0 OFFICE EXPENSE 105 0 0 CLASS ACTION LAWSUIT PROCEEDS - ACTAVIS PLC 243 243 243 UNREALIZED GAINS 1441901 NONDIVIDEND DISTRIBUTIONS 4688