2025-02-17T14:16:08-06:00 2024-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990PF 2024-01-01 477235756 JAY E & WENDY G BIRNBAUM FOUNDATION JAYE 9733356369 901 FRONTIER ROAD 100 BRIDGEWATER NJ 08807 JAY E BIRNBAUM TRUSTEE 9733356369 2025-02-17 1 1 HOLLY L SABO CPA P00616782 6096899700 2025-02-17 2024 2025-03-06 01:10:19Z X 2046195 X X 53328 53328 446806 1222514 446806 500134 500134 0 0 0 6500 3250 0 11790 11790 0 46 46 0 18336 15086 0 84104 84104 102440 15086 84104 397694 485048 10818 45085 45085 715335 0 0 919372 1983881 2001110 1645525 2028966 2046195 0 0 X 0 0 0 0 1645525 2028966 1645525 2028966 1645525 2028966 1645525 397694 0 2043219 14253 2028966 PUBLICLY TRADED SECURITIES P 1214325 775708 438617 438617 CAPITAL GAINS DIVIDENDS P 8189 8189 8189 446806 6742 0 6742 0 6742 774 0 0 0 774 0 5968 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 N/A TRUSTEES 9733356369 901 FRONTIER ROAD SUITE 100 BRIDGEWATER NJ 08807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAY E BIRNBAUM 901 FRONTIER ROAD SUITE 100 BRIDGEWATER NJ 08807 TRUSTEE 1.00 0 0 0 WENDY G BIRNBAUM 901 FRONTIER ROAD SUITE 100 BRIDGEWATER NJ 08807 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1949582 42604 0 1992186 0 0 1992186 29883 1962303 98115 98115 6742 6742 91373 0 91373 0 91373 84104 0 84104 91373 0 0 5875 5875 84104 0 0 0 84104 0 5875 5875 0 0 0 0 0 1394 0 0 0 X ADL (ANTI-DEFAMATION LEAGUE) 605 THIRD AVENUE NEW YORK NY 10158 N/A PC UNRESTRICTED 2000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 EAST 42ND ST SUITE 400 NEW YORK NY 10017 N/A PC UNRESTRICTED 1800 COMMUNITY FOODBANK OF NJ 31 EVANS TERMINAL HILLSIDE NJ 07205 N/A PC UNRESTRICTED 1000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 N/A PC UNRESTRICTED 10000 FOUNDATION FOR MORRISTOWN MEDICAL CENTER 475 SOUTH STREET 1ST FLOOR MORRISTOWN NJ 07960 N/A PC UNRESTRICTED 1000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PC UNRESTRICTED 1800 GRACIE'S ARMY FOUNDATION 19 STAFFORD PLACE TOWACO NJ 07082 N/A PC UNRESTRICTED 1000 INNOCENCE PROJECT 40 WORTH STREET SUITE 330 NEW YORK NY 10013 N/A PC UNRESTRICTED 10000 INTERNATIONAL RESCUE COM (IRC) PO BOX 6068 ALBERT LEA MN 56007 N/A PC UNRESTRICTED 1800 JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 PO BOX 929 WHIPPANY NJ 079810929 N/A PC UNRESTRICTED 1800 JEWISH NATIONAL FUND 150 MONUMENT RD 107 BALA CYNWYD PA 19004 N/A PC UNRESTRICTED 1000 MAYO PERFORMING ARTS CENTER 100 SOUTH STREET MORRISTOWN NJ 07960 N/A PC UNRESTRICTED 1250 MICHAEL J FOX FOUNDATION PO BOX 5014 HAGERSTOWN MD 217415014 N/A PC UNRESTRICTED 2000 MORRIS ARTS 14 MAPLE AVENUE MORRISTOWN NJ 07960 N/A PC UNRESTRICTED 1000 PINE BROOK JEWISH CENTER 174 CHANGEBRIDGE ROAD MONTVILLE NJ 07045 N/A PC UNRESTRICTED 5785 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 200907166 N/A PC UNRESTRICTED 8000 SAINT JUDE RESEARCH 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC UNRESTRICTED 2000 SHRINERS HOSPITAL FOR CHILDREN 3551 N BROAD ST PHILADELPHIA PA 19140 N/A PC UNRESTRICTED 2000 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 N/A PC UNRESTRICTED 7500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A PC UNRESTRICTED 10000 TEMPLE BETH-EL 402 N TIOGA ST ITHACA NY 14850 N/A PC UNRESTRICTED 3350 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 N/A PC UNRESTRICTED 2500 UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM (USCJ) 3080 BROADWAY SUITE B208 NEW YORK NY 10027 N/A PC UNRESTRICTED 1000 UNIVERSITY OF WISCONSIN 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC UNRESTRICTED 4019 WHITNEY MUSEUM 99 GANESVOORT ST NEW YORK NY 10027 N/A PC UNRESTRICTED 500 84104 0 14 53328 18 446806 0 500134 0 500134 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 6500 3250 0 NJ DOES NOT WANT A COPY OF FORM 990PF FILED WITH THE ATTORNEY GENERAL WHEN NO PUBLIC CONTRIBUTIONS ARE SOLICITED. ISHARES CORE S&P 500 AT COST 877668 944831 SCHWAB INTERNATIONAL AT COST 234935 240019 VANGUARD INTERM-TERM INV AT COST 126907 116879 VANGUARD INTMDT-TERM TRS AT COST 99758 85831 DOUBLELINE TOTAL RETURN AT COST 85000 71808 ISHARES CORE MSCI AT COST 60546 65693 VANGUARD SHORT-TERM CORP AT COST 51000 51093 PIMCO DYNAMIC BOND INST AT COST 50834 48339 JPMORGAN CORE PLUS BOND AT COST 49000 47251 DODGE & COX INCOME I AT COST 49000 48486 BLACKROCK STRATEGIC INCO AT COST 46971 49052 VANGUARD LONG-TERM TREAS AT COST 44550 26450 PRINCIPAL MIDCAP INSTITUAL AT COST 35111 35745 BLACKROCK EMERGING MKTS AT COST 35000 28340 DODGE & COX STOCK AT COST 29197 34434 JHANCOCK DISCIPLINED VALUE MID CAP I AT COST 26256 24084 GMO SMALL CAP QUALITY I AT COST 25000 24804 THRIVENT SMALL CAP STOCKS AT COST 25000 26513 VANGUARD INTRMDIAT TRM AT COST 24951 24302 VANGUARD ULTRA-SHORT TER AT COST 7197 7156 BASIS ADJUSTMENT 14253 MANAGEMENT FEES 11790 11790 0 FOREIGN TAXES 46 46 0