2026-02-06T10:44:58-06:00 2025-09-30 881478669 CBIZ ADVISORS LLC 340 MT KEMBLE AVE SUITE 210N MORRISTOWN NJ 07960 990PF 2024-10-01 223684650 PAUL B GREETIN AND BERYL S GREETIN FOUNDATION INC PAUL 9734551970 713 APPALOOSA RD DOWNINGTOWN PA 19335 MARTIN LIBERMAN ESQ TRUSTEE 9734551970 2026-02-03 1 0 SANDRA PRISCO P01273709 9739293500 2024 2025-03-06 01:10:19Z X 9719143 X X 12188 12188 235662 235662 267228 3241818 267266 2053 2053 517131 517169 70000 0 70000 6500 3250 3250 97504 97286 0 174004 100536 73250 403000 403000 577004 100536 476250 -59873 416633 54976 54976 276781 447524 447524 22500 22500 1500951 1427561 1427561 6943908 7281077 7281077 693091 485505 485505 9414731 9719143 9719143 0 0 X 0 0 0 0 9414731 9719143 9414731 9719143 9414731 9719143 9414731 -59873 364285 9719143 0 9719143 PUBLICLY TRADED SECURITIES - MS 022151 312001 309027 2974 2974 PUBLICLY TRADED SECURITIES - MS 022151 921801 999771 -77970 -77970 PUBLICLY TRADED SECURITIES - MS 113976 236374 218367 18007 18007 PUBLICLY TRADED SECURITIES - MS 113976 1770855 1447387 323468 323468 CAPITAL GAINS DIVIDENDS P 787 787 787 267266 5791 0 5791 0 5791 9083 0 0 0 9083 X 0 3292 3292 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 70000 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 97286 0 0 8925872 526113 0 9451985 0 0 9451985 141780 9310205 465510 465510 5791 5791 459719 0 459719 0 459719 476250 0 476250 459719 12814 0 0 476250 12814 0 0 459719 3717 0 0 3717 0 0 0 0 0 0 0 3717 3717 CO MARTIN LIBERMAN ESQ 713 APPALOOSA RD DOWNINGTOWN PA 19335 9734551970 FORMALLY WRITTEN REQUESTS ANNUAL NO RESTRICTIONS ALZHEIMER'S NEW JERSEY 400 MORRIS AVE SUITE 251 DENVILLE NJ 07834 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 AMERICAN CANCER SOCIETY 7 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 21000 AMERICAN HEART ASSOCIATION 1 UNION ST SUITE 301 ROBBINSVILLE NJ 08591 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 15000 AMERICAN RED CROSS 520 WEST 49TH STREET NEW YORK NY 10019 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 ASPCA 424 EAST 92ND ST NEW YORK NY 10128 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 7500 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 3000 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 10000 LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DR D WOODBURY NY 11797 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 7500 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 15000 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 15000 SEEING EYE PO BOX 375 MORRISTOWN NJ 07963 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 25000 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL RD SUITE 801889 DALLAS TX 75380 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 7500 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 20000 WRRAP 2934 1/2 BEVERLY GLEN CIRCLE 169 LOS ANGELES CA 90077 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 12000 ALLIANCE FOR CANCER GENE THERAPY 96 CUMMINGS POINT ROAD STAMFORD CT 06902 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 CANCER HOPE NETWORK 2 NORTH RD A CHESTER NJ 07930 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 2500 CHABAD TORAH CENTER 26 TIKVAH WAY MORRISTOWN NJ 07960 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 7500 CHESHIRE HOME INC 9 RIDGEDALE AVE FLORHAM PARK NJ 07932 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 HOLY NAME MEDICAL FOUNDATION 718 TEANECK ROAD TEANECK NJ 07666 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 20000 KENNEDY KRIEGER INSTITUTE 707 NORTH BROADWAY BALTIMORE MD 21205 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 5000 RABBINICAL COLLEGE OF AMERICA 226 SUSSEX AVE MORRISTOWN NJ 07960 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 2500 SMILE TRAIN PO BOX 96231 WASHINGTON DC 20090 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 2500 UNHCR 1301 L STREET W WASHINGTON DC 20005 NONE PUBLIC CHARITY FOR VARIOUS CHARITABLE ACTIVITIES 2000 403000 0 14 12188 14 235662 14 2053 18 267228 0 517131 0 517131 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 6500 3250 3250 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 AT END OF YEAR MARKET VALUE 485505 485505 MORGAN STANLEY AT END OF YEAR MARKET VALUE 7281077 7281077 1427561 1427561 0 0 ADVISORY FEES 97286 97286 0 BANK CHARGES 179 0 0 POSTAGE 39 0 0 CLASS ACTION LAWSUIT PROCEEDS 2053 2053 2053 UNREALIZED GAINS 353043 NONDIVIDEND DISTRIBUTIONS 11242