2025-07-01T09:46:01-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990PF 2024-01-01 205692529 ORITANI CHARITABLE FOUNDATION ORIT 2017838375 500 N FRANKLIN TURNPIKE 306 RAMSEY NJ 07446 JOHN FIELDS PRESIDENT 2017838375 2025-06-26 1 0 SCOTT BROWN P02104034 9082726200 2024 2025-03-06 01:10:19Z X 19692619 X X 11194 11194 568809 568809 948954 2794035 1781029 1528957 2361032 0 0 0 6661 0 6661 15465 0 8465 33016 0 0 6755 0 6755 61897 0 21881 880800 870727 942697 0 892608 586260 2361032 10683 7783 7783 550465 111292 111292 73725 95875 73725 73725 7558093 3908520 3908520 11839483 15586909 15586909 37406 4390 4390 20092005 19692619 19692619 23000 7000 1188051 1198125 101870 69730 1312921 1274855 X 18779084 18417764 18779084 18417764 20092005 19692619 18779084 586260 263898 19629242 1211478 18417764 SALES OF PUBLICLY TRADED SECURITIES 939087 1011756 -72669 -72669 200,000 SHARES OF VALLEY NATIONAL BANCORP STOCK 2007-01-23 1854948 1250 1853698 1853698 1781029 32818 0 32818 0 32818 37208 0 0 0 37208 X 0 4390 4390 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 306 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 15.00 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 4.00 0 0 0 NONE 0 NONE 0 0 18549635 566969 0 19116604 0 0 19116604 286749 18829855 941493 941493 32818 32818 908675 0 908675 0 908675 892608 0 892608 908675 802892 0 0 892608 802892 0 0 89716 0 0 0 0 0 0 0 0 818959 0 0 0 X BERGEN VOLUNTEER MEDICAL INITIATIVE INC 75 ESSEX ST 100 HACKENSACK NJ 07601 N/A PC DONATION GENERAL SUPPORT 144518 FLAT ROCK BROOK NATURE CENTER 443 VAN NOSTRAND AVE ENGLEWOOD NJ 07631 N/A PC CAPITAL CAMPAIGN 100000 CUMACECHO INC 223 ELLISON STREET PO BOX 2721 PATERSON NJ 07509 N/A PC DONATION GENERAL SUPPORT 25000 REED FOUNDATION FOR AUTISM 25 POTASH RD OAKLAND NJ 07436 N/A PC GREENS DO GOOD 45000 TABLE TO TABLE 160 PEHLE AVE SUITE 303 SADDLE BROOK NJ 07663 N/A PC DONATION GENERAL SUPPORT 100000 THE VALERIE FUND 2101 MILLBURN AVE 3719 MAPLEWOOD NJ 07040 N/A PC 5K WALK & RUN 40000 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC CAPITAL CAMPAIGN 307578 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC DONATION GENERAL SUPPORT 98631 THE VALERIE FUND 2101 MILLBURN AVE 3719 MAPLEWOOD NJ 07040 N/A PC DONATION GENERAL SUPPORT 10000 870727 BERGEN VOLUNTEER MEDICAL INITIATIVE INC 75 ESSEX ST 100 HACKENSACK NJ 07601 N/A PC DONATION GENERAL SUPPORT 405482 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC GENERAL SUPPORT 201364 CENTER FOR FOOD ACTION OF NEW JERSEY 192 W DEMAREST AVENUE ENGLEWOOD NJ 07631 N/A PC CAPITAL CAMPAIGN 192422 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 DONATION GENERAL SUPPORT 194486 1243754 14 11194 14 568809 18 948954 0 1528957 0 1528957 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX PREP FEES 7215 0 215 ACCOUNTING FEES 8250 0 8250 VALLEY NATIONAL BANCORP - 431,404 SHARES 3908520 3908520 ISHARES MSCI EMERGING MARKETS ETF FMV 1200694 1200694 ISHARES RUSSELL 2000 ETF FMV 1520868 1520868 SPDR S&P 500 ETF FMV 6404682 6404682 VANGUARD TOTAL INTL FMV 1851816 1851816 ISHARES TIPS BOND ETF FMV 1305238 1305238 ISHARES CORE U S AGGREGATE BOND ETF FMV 683048 683048 VANGUARD TOTAL INTL BOND INDEX ETF FMV 1309390 1309390 SPDR S&P MID CAP 400 ETF FMV 1311173 1311173 LEGAL FEES 6661 0 6661 PREPAID FEDERAL EXCISE TAX 37406 4390 4390 UNREALIZED DEPRECIATION IN FAIR VALUE OF INVESTMENTS 1211478 BANK FEES & CHARGES 52 0 52 MEALS & ENTERTAINMENT 140 0 140 FILING FEES 449 0 449 DUES AND SUBSCRIPTIONS 1125 0 1125 OFFICE SUPPLIES & SOFTWARE 2319 0 2319 INSURANCE 2670 0 2670 DEFERRED EXCISE TAX BENEFIT 32140 NON-TAXABLE GAIN ON APPRECIATED SHARES OF DONATED VNB STOCK 231758 DEFERRED FEDERAL EXCISE TAX PAYABLE 101870 69730 FEDERAL EXCISE TAX EXPENSE 33016 0 0