2026-08-28T13:14:09-07:00 2025-12-31 223503237 Chadwick and Company CPA PC 225 Highway 35 Suite 102C Red Bank NJ 07701 990PF 2025-01-01 266139249 BRIAN & JOELLE KELLY FAMILY FOUNDATION BRIA 7323458300 225 HIGHWAY 35 102C RED BANK NJ 07701 BRIAN G KELLY Trustee 2026-08-28 true Robert V Chadwick P00009898 7323458300 2025 X 70631109 X 2481489 328540 328540 328540 1497535 1497535 1497535 3662440 13627127 3662440 72508 162 7970166 5488515 1898583 119352 59676 59676 4499 4499 123904 61952 61952 109124 60938 48187 28835 28835 9913 4957 4956 25907 21614 4293 421534 237972 183563 2994034 2994034 3415568 237972 3177597 4554598 5250543 1898583 2645211 846619 846619 14333 14333 14333 3843819 7117550 7117550 42199895 47208421 47208421 9554685 14674603 14674603 398754 769583 769583 58656697 70631109 70631109 121602 112579 1170 7117 122772 119696 X 58533925 70511413 58533925 70511413 58656697 70631109 58533925 4554598 7501488 70590011 78598 70511413 ML Covered Short Term Transactions P 2025-06-10 2025-07-25 2020 2020 ML Covered Long Term Transactions P 2023-12-05 2025-03-12 45000 45000 1300000 NT ST US Treasury Sales P 2025-01-07 2025-12-15 1285680 1283305 2375 2375 EFF K-1 ST CAP GAIN P 2024-01-01 2025-06-30 2264088 1346941 917147 917147 10940 BetaBionics P 2000-01-01 2025-08-18 185444 229138 -43694 -43694 45600 Aberdeen Gold P 2000-01-01 2025-05-06 1446848 808082 638766 638766 800000 US TREASURY P 2024-09-16 2025-09-23 798937 798937 12000 MFC Vanguard Intl Equity P 2000-01-01 2025-10-06 658759 564889 93870 93870 17973 Vanguard FTSE Developed P 2000-01-01 2025-10-06 1097971 834986 262985 262985 3922 SPDR S&P 500 P 2000-01-01 2025-10-06 2637624 941708 1695916 1695916 1200000 US TREASURY P 2000-01-01 2025-10-31 1200000 1200000 1250000 US TREASURY P 2024-08-12 2025-09-02 1250000 1250000 650000 US TREASURY P 2024-01-04 2025-03-17 650000 650000 1 Edwall Japan Strategies K-1 P 2025-01-01 2025-06-30 4701 4701 4701 1 Edwall Japan Strategies K-1 P 2000-01-01 2025-06-30 24942 24942 24942 1 Edwall Japan K-1 Contracts P 2025-01-01 2025-06-30 69349 9681 59668 59668 1 877988 Gain P 2025-01-01 2025-06-30 5764 5764 5764 3662440 72508 72983 72983 72983 66124 66124 6859 0 false false false false false false false false true NY true false false false true true N/A CHADWICK & COMPANY CPA PC 7323458300 225 HIGHWAY 35 SUITE 102C RED BANK NJ 07701 false false false false false false false false false false false false false false false false false false false false false false BRIAN G KELLY C/O CHADWICK CO 225 ROUTE 35 RED BANK NJ 07701 Trustee 12.00 0 JOELLE S KELLY C/O CHADWICK CO 225 ROUTE 35 RED BANK NJ 07701 Trustee 2.00 0 A MOORE C/O CHADWICK CO 225 ROUTE 35N 102 RED BANK NJ 07701 Advisor 15.00 119352 Chadwick and Company CPA PC 225 Route 35N Suite 102C Red Bank NJ 07701 Accounting & Admin 123904 63412043 1279019 0 64691062 0 64691062 970366 63720696 3186035 3186035 72983 72983 3113052 3113052 3113052 3177597 3177597 3113052 555005 128581 410905 625170 1719661 3177597 0 3113052 64545 1784206 0 555005 1229201 128581 410905 625170 64545 X Marine Sgt Eddie Ryan 2149 State Route 9N Lake George NY 12845 None PC To help, aid and support wounded Marine Sgt. Eddie Ryan with the task of getting him back on his feet. 15000 MARINE CORPS HERITAGE FOUNDATION 3800 FETTLER PARK DRIVE DUMFRIES VA 22025 None PC The Foundations mission is to preserve and propagate the history, traditions and culture of the Marine Corps as well as to educate all Americans 100 SPRING LAKE FIRE COMPANY NO1 1007 FIFTH AVENUE SPRING LAKE NJ 07762 None PC To serve and help protect the residents of Spring Lake and neighboring towns 150 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 None PC The Cato Institute is a public policy research organization a think tank dedicated to the principles of individual liberty, limited government, free markets and peace. Its scholars and analysts conduct independent, nonpartisan research on a wide range of policy issues. 100 STATE POLICY NETWORK 2020 NORTH 14TH ST STE 250 ARLINGTON VA 22201 None PC SPN providing programs to better educate local citizens, policy makers and opinion leaders about market-oriented alternatives to state and local policy challenges. 100 CHURCH OF SAINT VINCENT FERRER 869 LEXINGTON AVE NEW YORK NY 10065 None PC Is a Roman Catholic Parish whose members participate in charitable efforts through serving shelters and food pantries. They are also involved in interfaith lobbying for affordable housing in Manhattan. 52041 PARK AVENUE ARMORY 643 PARK AVENUE NEW YORK NY 10065 None PC Mission is to support the meticulous preservation and continuing care of the building and its innovative, immersive and ground-breaking arts and educational programming. 100 BARTON CENTER FOR DIABETES EDUCATIO 30 ENNIS RD PO BOX 356 N OXFORD MA 01537 None PC A year-round camp, retreat, and conference center where education, recreation, and shared experiences combine to support and motivate both children with diabetes and their families. 1000 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD STE 900 ARLINGTON VA 22203 None PC Through strategic litigation, training, communication, activism and research, the Institute for Justice advances a rule of law under which individuals can control their destinies as free and responsible members of society. 500 PATRIOT POST PO BOX 507 CHATTANOOGA TN 37401 None PC The Patriot Post's mission is to advocate for Essential Liberty, the restoration of constitutional limits on government and the judiciary, and to promote free enterprise, national defense and traditional American values. 750 A BETTER CHANCE 156 6TH AVE SUITE 1100 NEW YORK NY 10010 NONE PC THE ONLY NATIONAL ORGANIZATION OF ITS KIND THAT IS CHANGING THE LIFE TRAJECTORY FOR ACADEMICALLY TALENTED YOUTH OF COLOR VIA ACCESS TO RIGOROUS AND PRESTIGIOUS EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN GRADES 6-12. THEY AIM TO INCREASE THE NUMBER OF WELL-EDUCATED YOUNG PEOPLE OF COLOR WHO ARE CAPABLE OF ASSUMING POSITIONS OF RESPONSIBILITY AND LEADERSHIP IN AMERICAN SOCIETY. 5000 AMERICANS FOR PROSPERITY FOUNDATION 2111 WILSON BLVD 350 ARLINGTON VA 22201 NONE PC ORGANIZATION OF GRASSROOTS LEADERS WHO ENGAGE CITIZENS IN THE NAME OF LIMITED GOVERNMENT AND FREE MARKETS ON LOCAL, STATE AND FEDERAL LEVELS BY EDUCATING CITIZENS ABOUT EDONOMIC POLICY AND MOBILIZING THOSE CITIZENS AS ADVOCATES IN PUBLIC POLICY. 150 LUNCH BREAK PROGRAM 121 DR JAMES PARKER BLVD RED BANK NJ 07701 NONE PC Soup Kitchen that provides free meals and other services to disadvantaged individuals. 2000 PHILANTHROPY ROUNDTABLE 1730 M STREET SUITE 6-1 WASHINGTON DC 20036 NONE PC THE ROUNDTABLE IS THE LEADING VOICE IN PHILANTHROPY FOR OBJECTIVITY, INTEGRITY, OPEN-MINDEDNESS, AND STEWARDSHIP WITH A COMMITMENT TO MEASURABLE RESULTS. 100 RIVERSIDE PARK CONSERVANCY 475 RIVERSIDE DRIVE SUITE 455 NEW YORK NY 10115 NONE PC OUR GOAL IS TO RESTORE, MAINTAIN AND IMPROVE RIVERSIDE PARK IN PARTNERSHIP WITH NYC FOR BENEFIT OF ALL NEW YORKERS. 250 RONALD MCDONALD HOUSE OF NEW YORK I 405 EAST 73RD STREET NEW YORK NY 10021 NONE PC OUR MISSION IS TO PROVIDE A "HOME AWAY FROM HOME" TO CHILDREN WITH CANCER, AND THEIR FAMILIES. 3500 SPECIAL OLYMPICS PO BOX 768 SCHENECTADY NY 12301 NONE PC SPECIAL OLYMPICS HAS BEEN OFFERING WOMEN, MEN, AND CHILDREN WITH INTELLECTUAL DISABILITIES YEAR-ROUND TRAINING AND COMPETITIONS IN OLYMPIC-STYLE SPORTS. 100 ST CATHARINE-ST MARGARET PARISH 215 ESSEX AVENUE SPRING LAKE NJ 07762 NONE PC TO ASSIST WITH THE PARISH EDUCATIONAL AND PASTORAL CARE PROGRAMS. 43000 ST IGNATIUS LOYOLA SCHOOL 48 EAST 84TH STREET NEW YORK NY 10028 NONE PC Teach students to grow in their knowledge and love of God based on the Gospels and teachings of the Catholic Church. Opportunities are provided to increase the appreciation for self and respect for the whole personhood of each individual and to increase the development of gifts and talents. 42000 CHILDREN'S AID SOCIETY 117 WEST 121ST STREET FLOOR 3 NEW YORK NY 10027 NONE PC THE CHILDREN'S AID SOCIETY HELPS CHILDREN IN POVERTY TO SUCCEED AND THRIVE BY PROVIDING COMPREHENSIVE SUPPORTS TO CHILDREN AND THEIR FAMILIES IN TARGETED HIGH-NEEDS NYC NEIGHBORHOODS. 100 PRIESTS FOR LIFE PO BOX 1491 MERRIFILD VA 22116 none PC to promote a culture of life and also to undertake direct actions that help protect the life of the weakest, especially the unborn. 100 SMILE TRAIN PO BOX 96246 WASHINGTON DC 20090 none PC Smile Train provides free cleft surgery to hundreds of thousands of poor children in developing countries. 250 ST AIDAN'S GAELIC FOOTBALL CLUB Ballyoran Four Road Mount Talbot Ballyoran, Four R EI Mount Talbot none PC It is Ireland's largest sporting organisation and is celebrated as one of the great amateur sporting associations in the world today.The GAA is a volunteer led, community based organisation that promotes Gaelic games such as Hurling, Football, Handball and Rounders and works with sister organisations to promote Ladies Football and Camogie. It is part of the Irish consciousness and plays an influential role in Irish society that extends far beyond the basic aim of promoting Gaelic games. 2101 ST JUDE CHILDREN RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 none PC To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of its founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. 1600 NOTRE DAME UNIVERSITY 1100 GRACE HALL NOTRE DAME IN 46556 none PC In support of Alliance for Catholic Education and the President's Circle. To provide everyone the opportunity to seek God, to study the world and to serve one another. Provide and enable university to offer unsurpassed undergraduate education & be a preeminent research university. 433835 AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 none PC The American Red Cross exists to provide compassionate care to those in need. Our network of generous donors, volunteers and employees share a mission of preventing and relieving suffering, here at home and around the world 100 CATHOLIC BISHOP OF NORTHERN ALASKA 1312 PEGER ROAD FAIRBANKS AK 99709 none PC As a missionary diocese, we rely on the kindness of our benefactors from around the world for the support of our parishes and programs 100 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 none PC Our animals provide partners with both food and reliable income, as agricultural products such as milk, eggs and honey can be traded or sold at market.When many families gain this new sustainable income, it brings new opportunities for building schools, creating agricultural cooperatives, forming community savings and funding small businesses. 150 LEAD THE WAY FUND INC PO BOX 281 MANHASSET NY 11030 none PC Army Ranger Lead The Way Fund is a non-profit organization established to raise funds in support of disabled U.S. Army Rangers and the families of Rangers who have died, have been injured or are currently serving in harms way around the world 100 MERCY CORPS PO BOX 2669 DEPT W PORTLAND OR 97208 none PC When disaster strikes, economies collapse or conflict erupts, we are there to help people survive and get back on their feet 100 SISTERS OF ST FRANCIS ASSISI 3221 SOUTH LAKE DRIVE ST FRANCIS WI 53235 none PC Franciscans with a future, bringing the healing, teaching, liberating, reconciling power of Jesus into the situations in which we live and minister. We are Women of faith touching a world in need. 100 ABANDONED CHILDREN'S FUND PO Box 5031 Hagerstown MD 21741 NONE PC Abandoned Children's Fund's mission is to aid the world's abandoned children. 100 CATHOLIC EXTENSIONS PO Box 5929 CHICAGO IL 60680 NONE PC Provides funding to strengthen and support poor mission dioceses in the United States so they can become self-sustaining. 100 DIATRIBE FOUNDATION 804 HAIGHT STREET SAN FRANCISCO CA 94117 NONE PC Founded with the mission to improve the lives of people with diabetes, prediabetes and obesity, and to advocate for action 100 DOMINICAN FOUNDATION 141 E 65th Street NEW YORK NY 10065 NONE PC the Friars work for the salvation of souls and the glory of God in parishes, hospitals, college campuses, and a variety of new evangelization apostolates. 100 Franciscan Mission Associates 274 W Lincoln Ave PO Box 598 MT VERNON NY 10551 NONE PC Our mission is to provide the Spiritual and Financial assistance for the Missions and ministries of the Friars of the Franciscan Province of the Immaculate Conception 100 FOOD FOR THE POOR 6401 Lyons Road Coconut Creek FL 33073 NONE PC Our mission is to link the church of the First World with the church of the Third World in a manner that helps both the materially poor and the poor in spirit. 100 Make-A-Wish PO Box 97104 Washington DC 20090 NONE PC Make-A-Wish serves a unique, and vital, role in helping strengthen and empower children battling life-threatening medical conditions. 1000 Operation Smile PO Box 5017 Hagerstown MD 21741 NONE PC At Operation Smile we believe every child deserves exceptional surgical care. We believe all children deserve to be treated as if they were our own. 100 Our Daily Bread RBC Ministries PO Box 2222 Grand Rapids MI 49501 NONE PC Our mission is to make the life-changing wisdom of the Bible understandable and accessible to all. 250 Sisters of St Benedict 802 East 10th Street Ferdinand IN 47532 NONE PC By our life and work, we commit ourselves to be a presence of peace as we join our sisters and brothers in the common search for God. 150 St Rose High School 607 Seventh Avenue Belmar NJ 07719 NONE PC St. Rose education instills a spirit of unity with God and others while preparing our students to be Disciples of Christ and leaders of tomorrow. 2500 Basilica of St Mary Star of the Sea 1010 Windsor Lane Key West FL 33040 NONE PC This mission aims to educate the whole person- spirit, mind and body and to foster ownership of each individuals Catholic faith. 17500 Cardinal's Annual Appeal 488 Madison Avenue 6th Floor New York NY 10022 NONE PC The Cardinals Appeal supports offices and programs that nurture and encourage our journey in faith, including Hispanic Ministry, Black Ministry, Youth Ministry, and Liturgy 200 W Orange St Patrick's Day Committee PO Box 344 West Orange NJ 07052 NONE PC The Parade Committee today continues to be progressive with a relatively young committee and continue to keep the success and ensuring the continuation of a fine tradition in our community. -500 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC Working to make your voice heard in Washington, DC. Stay up-to-date on local and current events. 25000 MEMORIAL SLOAN-KETTERING CANCER CEN 1275 YORK AVENUE NEW YORK NY 10065 NONE PC To provide resources crucial to every front in the fight against cancer, from groundbreaking research to first-rate education to the design of innovative and effective new therapies. 300001 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NONE PC Gifts to the Discretionary Fund of the Biology Department impact facultys research within the areas of molecular cell biology and genetics, cancer and cell cycle, neurobiology, developmental biology, structural and cellular biochemistry, vector biology, infectious disease, and bioinformatics. In addition, donations will help to grow student research, research that plays a critical role in both graduate and undergraduate education, by providing opportunities to a vast majority of Biology majors who might otherwise not have the opportunity to work in a laboratory setting or gain further enrichment by traveling to conferences to present their research findings. 166667 CAMP NEJEDA 910 SADDLEBACK RD STILLWATER NJ 07875 NONE PC The mission of the Camp Nejeda Foundation is to enhance the lives of people with type 1 diabetes and their families through education, empowerment, camaraderie, supportive programs, and fun. 13500 Columbia Business School 3022 BROADWAY NEW YORK NY 10027 NONE PC Columbia Business school are committed to educating and developing leaders and builders of enterprises who create value for their stakeholders and society at large. 500 DOMINICAN FRIARS FORMATION APPEAL 141 East 65th Street NEW YORK NY 10065 NONE PC The Dominican Friars support the Catholic Church and uphold its doctrines with clear preaching and careful study. Your support helps us uphold the Truth of Jesus Christ against a culture of relativism as pastors, professors, campus chaplains, hospital chaplains, itinerant preachers, and new media evangelists. 500 ETERNAL WORLD TELEVISION NETWORK 5817 OLD LEEDS ROAD IRONDALE AL 35210 NONE PC You are an integral part of EWTN's mission to evangelize the world! Your donation helps us bring the Catholic programming you love and others need! Please help us continue to share the Splendor of Truth around the globe. 100 FEED THE CHILDREN PO BOX 36 OKLAHOMA CITY OK 73101 NONE PC Providing hope and resources for those without lifes essentials -100 INSULIN FOR LIFE USA 5745 SW 75th Street 116 GAINSVILLE FL 32608 NONE PC IFL USA provides insulin and disease management supplies free of charge to those with diabetes who otherwise would go without these lifesaving provisions. We collect in date, unopened, supplies from individuals or organizations and, following careful inspection, deliver them to disadvantaged regions to be utilized by those in need 100 INDEPENDENT INSTITUTE 1319 18th St NW WASHINGTON DC 20036 NONE PC Our mission is to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity. 100 JEWISH VOICE PO Box 31998 PHOENIX AZ 85046 NONE PC It is the mission of Jewish Voice Ministries to: Proclaim the Gospel, Grow the Messianic Jewish community & Engage the Church concerning Israel and the Jewish people 100 Macular Degeneration Research 22512 Gateway Center Drive CLARKSBURG MD 20871 NONE PC BrightFocus drives innovative research worldwide and promotes awareness of Alzheimers, macular degeneration, and glaucoma. 150 MADONNA HOUSE 501 State Route 35 N NEPTUNE NJ 07753 NONE PC The Madonna House Apostolate is a family of Christian lay men, women, and priests, striving to incarnate the teachings of Jesus Christ by forming a community of love 5000 MEDIA RESEARCH CENTER 1900 CAMPUS COMMONS DRIVE SUITE 600 RESTON VA 20191 NONE PC Our Mission: "To Create a Media Culture in America Where Truth and Liberty Flourish" 100 Mundelein Seminary 1000 EAST MAPLE AVENUE MUNDELIAN IL 60060 NONE PC The University of Saint Mary of the Lake/Mundelein Seminary prepares candidates for the diocesan priesthood and provides initial, post-graduate or ongoing formation for priests and those who collaborate with them in ministry. 100 OBLATE MISSIONS 323 Oblate Drive PO Box 659432 SAN ANTONIO TX 78265 NONE PC Proximity to the Missionary Oblates. They have committed their lives to assist the most desperate people. Each of us can commit by different ways for helping others. 100 OXFAM 1101 17th St NW Suite 1300 WASHINGTON DC 20036 NONE PC OXFAM mission is to create lasting solutions to poverty, hunger, and social injustice. 150 SACRED HEART SOUTHERN MISSION 6050 HIGHWAY 161 N WALLS MS 38686 NONE PC Our Mission is to be a witness to the all-inclusive love of God revealed in the Sacred Heart of Jesus to be a voice of compassion for people in need to be steadfast in our work for social justice 100 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 NONE PC Our mission is to educate Native American youth for life mind, body, heart and spirit 150 Passionists of Holy Cross Province 660 Busse Highway PARK RIDGE IL 60068 NONE PC The Passionists, a family of priests, brothers and laity, reach out with compassion to the crucified of today. We keep alive the memory of Christs passion through our commitment to community, prayer, ministries of the Word, and service to those who suffer. 100 PATRIOT FUND PO Box 1818 MOUNT LAUREL NJ 08054 NONE PC The Patriot Fund has been working hard to benefit reputable charities specifically focused on helping military veterans, wounded or killed in action, and their families. Our work is dedicated to funding and delivering charitable services, and we strive to inspire and improve the lives of those who need assistance. 100 Church of St Ignatius Loyola 980 Park Avenue New York NY 10028 NONE PC Operating within the framework of Ignatian spirituality and the Jesuit tradition, seek and shared ministry as a true community of disciples, gathered in prayer and worship, sharing the Universal Churchs mission of evangelization and service. To conduct and address social and health activities/issues in the community. 1000 PRAGER UNIVERSITY FOUNDATION 10045 Red Run Boulevard Suite 250 Owings Mills MD 21117 NONE PC We help millions of people understand the fundamental values that shaped America, and provide them with the intellectual ammunition they need to defend and spread those values. 50000 Big Brothers Big Sisters of New Yor 40 Rector Street New York NY 10006 NONE PC BBBS of NYC mission is to give all children in New York City who face adversity an opportunity to experience a strong, enduring professionally supported one-to-one mentoring relationship with adults that will help change their lives for the better. 100 Seton Hall Preparatory School 120 Northfield Ave West Orange NJ 07052 NONE PC Seton Hall Preparatory School is a Catholic, college-preparatory school called to serve young men of diverse cultural and economic backgrounds. 5000 Rutherford Irish American Associati PO Box 233 Rutherford NJ 07070 NONE PC The Rutherford Irish American Association is a 501(c)3 nonprofit organization that was formed with the sole mission to promote and celebrate the cultural ties between Ireland and the United States. 750 Regis High School 55 E 84th St NEW YORK NY 10028 NONE PC Regis High School offers a tuition free Jesuit college preparatory education to Roman Catholic young men from the New York metropolitan area who demonstrate superior 25000 Achilles International 42 West 38th Street 4th Floor NEW YORK NY 10018 NONE PC Achilles provides athletes with disabilities with a community of support. Able-bodied volunteers and disabled runners come together to train in an environment of support and community. Within this community, runners gain measurable physical strength and build confidence through their sense of accomplishment, which often transfers to other parts of their life. 100 NYU Langone Medical Center 550 FIRST AVE NEW YORK NY 10016 NONE PC NYU Langone Health is one of the nation's premier academic medical centers. Our trifold mission to serve, teach, and discover is achieved daily through an integrated academic culture devoted to excellence in patient care, education, and research. Our Leadership, Campus Transformation, and Community Service Plan. 250 Sister Celeste Derr Foundation 400 Burrows Rd kalamazoo MI 49006 NONE PC The Sister Celeste Derr Foundation provides an alternative school and a scholarship program to poor young people in San Andres Sajcabaja in the Department of Quiche in Guatemala.To help the construction cost of the casa social center for Parroquia "Santo Cristo de Esquipulas" 38245 St Aloysius Gonzaga C/O School of Hope 1010 N Hooker St Chicago IL 60642 NONE PC The Foundation was formed in 2017 to provide fundraising and operational support in the US for St. Aloysius Gonzaga Secondary School for AIDS orphans and other vulnerable children in Nairobi, Kenya. The Foundation seeks to make donations impactful by providing funds for Jesuit college preparatory education and opportunities for college to young men and women while instilling in them the values of service to their community 13400 Tunnel 2 Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 NONE PC The Stephen Siller Tunnel to Towers Foundation honors the sacrifice of firefighter Stephen Siller who laid down his life to save others on September 11, 2001.We also honor our military and first responders who continue to make the supreme sacrifice of life and limb for our country. 100 NEW YORK PRESBYTERIAN 525 E 68TH ST BOX 123 NEW YORK NY 10065 NONE PC Support this leader in patient care, teaching, research and service to local, state, national and international communities, regardless of financial ability. 500001 AMERICAN FUTURE FOUNDATION 633 Connecticut Ave NW Suite 300 WASHINGTON DC 20009 NONE PC Americas Future empowers young people to be active, civil, and curious citizens who build freer communities that lead to fulfillment, dignity, and happiness for all. We are working toward a time in America where young people collaborate to drive change in their communities change that equips the individual to build a free and happy life. Americas Future offers rising generations opportunities for networking, mentoring, leadership and community engagement through our national network and extensive array of programming. 100 ASBURY PARK DINNER TABLE 521 Cookman Avenue Ste 201 ASBURY NJ 07712 NONE PC Asbury Park Dinner Table, a registered 501(c)3 charity, was founded in March of 2020 in response to the economic crisis hitting the City of Asbury Park, an unintended consequence of keeping the public safe during the COVID-19 pandemic. 1900 BRADLEY BEACH FOOD PANTRY 605 Fourth Avenue BRADLEY BEACH NJ 07702 NONE PC Bradley Food Pantry to provide food to the growing number of people who were knocking on the church doors looking for help in feeding their families. 2250 FIDELITY CHARITABLE PO Box 770001 Cincinnati OH 45277 NONE PC Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nations top grantmaker, distributing $7.3 billion to charities in 2019.The Giving Account streamlines the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets and plan their giving more systematically. 100000 FIRST RESPONDERS CHILDRENS FOUNDATI 38 East 32nd St Suite602 NEW YORK NY 10016 NONE PC First Responders Childrens Foundation provides financial support to both children who have lost a parent in the line of duty as well as families enduring significant financial hardships due to tragic circumstances. First Responders Childrens Foundation also supports, promotes, and facilitates educational activities and programs created and operated by law enforcement and firefighting organizations whose purpose is to benefit children or the community at large. 100 Foundation for Individual Rights in 510 Walnut Street suite1250 Philadelphia PA 19106 NONE PC The Foundation for Individual Rights in Educations mission is to defend and sustain the individual rights of students and faculty members at Americas colleges and universities. These rights include freedom of speech, freedom of association, due process, legal equality, religious liberty, and sanctity of consciencethe essential qualities of liberty. FIRE educates students, faculty, alumni, trustees, and the public about the threats to these rights on our campuses, and provides the means to preserve them. 150 INVISIBLE HANDS DELIVER 5757 W Century Blvd Suite 410 LOS ANGELES CA 90045 NONE PC Invisible Hands is powered by engaged, healthy volunteers who deliver groceries, medication, and other essential items to those who are especially vulnerable to COVID-19. We are primarily focused on supporting the elderly, disabled, and immunocompromised. 2000 MANASQUAN FOOD PANTRY 16 Virginia Ave Manasquan NJ 08736 NONE PC The Manasquan Food Pantry exists to provide Jersey Shore families and individuals in need of support. We demonstrate a commitment by promoting goodwill and friendship within our community, and creating a support system for those in need by offering a supply of basic foods on a monthly basis for each client and/or family participating in the program. Assistance is always provided as needed, be it temporary or ongoing. 2000 NETWORK OF ENLIGTENED WOMEN 1360 E Capital St NE Washington DC 20003 NONE PC The Network of Enlightened Women educates, equips, and empowers women to be principled leaders for a free society. 1000 SACRED HEART PARISH 76 BROAD STREET BLOOMFIELD NJ 07003 NONE PC To provide holiday food baskets for the holiday for families in need due to the economic impact. 8500 St Marys Emergency Food Program 804 Bay Avenue POINT PLEASANT BEACH NJ 08742 NONE PC St Marys Emergency Food Project has accomplished its mission of providing food for the community during the absence of St Gregorys Pantry. Without your generous donations, both monetary and in nonperishable food items, we would not have been able to feed families and individuals who desperately needed help during this terrible pandemic. 2000 ST ROSE CHURCH 603 7th Avenue BELMAR NJ 07719 NONE PC Gathered in the Holy Spirit and empowered by the Holy Eucharist, the Catholic Community of St. Rose embraces our mission to know and to teach our faith, to proclaim and witness the Gospel through Word, Sacrament, and Prayer, and to serve others with hope and love as disciples of Jesus Christ. 5000 St Thomas Food Pantry 135 Salmon St Brick Township NJ 08723 NONE PC Working with the FoodBank of Ocean & Monmouth Counties, our pantry provides food for the hungry in times of need and short term emergencies. 2000 National Down Syndrome Society 8 E 41st Street 8th Floor NEW YORK NY 10017 NONE PC The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome. The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of welcoming communities. 100 EPIPHANY FOOD PANTRY 621 Herbertsville Rd BRICK TOWNSHIP NJ 08724 NONE PC To provide food and supplies to families in the community in need and who are having hardship and need aid especially in the time of the pandemic. 2000 HOPE COMMUNITY CHURCH PANTRY 23 TAYLOR AVENUE MANASQUAN NJ 08736 NONE PC To provide food and supplies to families in the community in need and who are having hardship and need aid especially in the time of the pandemic. 2000 ST DOMINICS FOOD PANTRY 250 OLD SQUAN ROAD BRICK NJ 08724 NONE PC To provide food and supplies to families in the community in need and who are having hardship and need aid especially in the time of the pandemic. 2000 ST PAULS FOOD PANTRY 714 HERBERTSVILLE ROAD BRICK NJ 08724 NONE PC To provide food and supplies to families in the community in need and who are having hardship and need aid especially in the time of the pandemic. 2000 ST VINCENT DE PAUL FOOD PANTRY 135 SALOM ST BRICK TOWNSHIP NJ 08736 NONE PC To provide food and supplies to families in the community in need and who are having hardship and need aid especially in the time of the pandemic. 2000 YORKVILLE COMMON PANTRY 8 E 109th St new york NY 10029 NONE PC The Yorkville Common. Pantry (YCP) is dedicated to reducing hunger while promot- ing dignity and self-sufficiency. 2000 Glen Ridge Football 200 Ridgewood ave Glen Ridge NJ 07028 NONE PC To support the Glenridge football team 250 CPC BEHAVIORAL HAELTHCARE 10 INDUSTRIAL WAY EATONTOWN NJ 07724 NONE PC To serve our communities by delivering evidence-based services in mental health, substance use, special education and physical health through an integrated system of care designed to promote wellness, recovery and productive lives. 2500 HSS FOUNDATION 535 EAST 70TH STREET NEW YORK NY 10021 NONE PC To provide the highest quality patient care, improve mobility and enhance the quality of life for all, and to advance the science of orthopedic surgery, rheumatology and their related disciplines through research and education. 1000 MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC To develop and disseminate new ideas that foster greater economic choice and individual responsibility. 150 RONALD REAGAN PRESIDENTIAL FOUNDATI 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 NONE PC To help complete President Reagans unfinished work and to preserve the timeless principles he championed: individual liberty, economic opportunity, global democracy and national pride. Specifically, the mission of the new Reagan Institute operating as an entity of the Foundation from both the Reagan Library in California as well as in Washington, D.C. 166667 WATER PROJECT PO BOX 3353 CONCORD NH 03302 NONE PC To help communities gain access to clean, safe water by providing training, expertise and financial support for water project construction through our staff and implementing partners. 70000 VANTAGE VHS DEVELOPMENT FUND PO BOX 120 DUMONT NJ 07628 NONE PC GOLF OUTING 2500 WATER WELLS FOR AFRICA PO BOX 635 MANHATTAN BEACH CA 90267 NONE PC To promte rural African community development by providing sustainable water sources and reducing health risks associated with contaminated water. 107000 WOMEN FOR WOMEN INTERNATIONAL 2000 M STREET NW SUITE 200 WASHINGTON DC 20036 NONE PC To support the most marginalized women to earn and save money, improve health and well-being, influence decisions in their home and community, and connect to networks for support. By utilizing skills, knowledge, and resources, she is able to create sustainable change for herself, her family, and community. 100 ANCIENT ORDER OF HIBERIANS IN AMERI 65 CHAMPLIN AVENUE EAST ISLIP NY 11730 NONE PC To Support Irish Heritage. 500 BEST BUDDIES INTERNATIONAL 100 SOUTHEAST 2ND ST SUITE 2200 MIAMI FL 33131 NONE PC Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD). 100 ST BENEDICTS PREPARATORY SCHOOL 520 DR MARTIN LUTHER KING JR BLVD NEWARK NJ 07102 NONE PC Guided by the Gospel and in service to Newark and its surrounding communities, St. Benedict's Prep builds community, tends to the heart, educates the mind and develops leaders. 150 ST JEAN BAPTISTE HIGH SCHOOL 173 EAST 75TH STREET NEW YORK NY 10021 NONE PC Jean Baptiste High School develops women of faith, service, and leadership and empowers the whole community to participate actively in the transformation of society for a more just world. 15000 WORLD WILDLIFE FOUNDATION 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC Our vision is to build a future in which people live in harmony with nature. To deliver this mission, we work to conserve and restore biodiversity, the web that supports all life on Earth; to reduce humanitys environmental footprint; and to ensure the sustainable use of natural resources to support current and future generations. 100 BROOKLYN JESUIT PREP 925 E 37th St Brooklyn NY 11210 NONE PC To Develop young leaders who are intellectually competent, open to growth, loving religious and committed to doing justice. 20001 Friendly Sons of Shillelagh 815 16th Ave Belmar NJ 07719 NONE PC Promoting and enhancing good fellowship, irish heritage and fraternity of its members. 500 Passionists 86-45 Edgerton Blvd Jamaica NY 11432 NONE PC Faithful to the charism of St. Paul of the Cross, the Mission of the Passionists is to keep alive in the world the love of Jesus Crucified as seen in His Sacred Passion.This mission is rooted in prayerful community life and is expressed in collaborative ministry to the people of God in all walks of life especially to the poor and suffering.We seek the unity of our lives and our Apostolate in the Passion of Jesus. 100 American Legion Post 515 603 St Louis Avenue Point Pleasant Beach NJ 08742 NONE PC Dedicated to assisting veterans, their families, and enhancing the well-being of the community at large. 500 American Legion Post 54 62 W Main St Freehold NJ 07728 NONE PC Committed to mentoring youth, sponsoring wholesome programs in our communities, advocating patriotism and honor, promoting strong national security, and serving the needs of all veterans and their families. 500 AMVETS Post 2 1290 Toms River Rd Jackson Township NJ 08527 NONE PC AMVETS exists to enhance the quality of life for all veterans, their families, and survivors. 500 Belmar Arts Center 608 River Rd Belmar NJ 07719 NONE PC To bring people together to discover, create, learn & celebrate the arts 2000 Brain Injury Alliance New Jersey 825 Georges Rd North Brunswick NJ 08902 NONE PC Improve the quality of life for anyone impacted by brain injury by providing support, advocacy, and information, while promoting brain injury prevention 500 Friendly Son's of St Patrick PO Box 254 Spring Lake NJ 07762 NONE PC Seeks to create and support programs that promote, maintain, and preserve Irish heritage and culture 500 Habitat For Humanity 45 South St Freehold NJ 07728 NONE PC Seeking to put Gods love into action, Habitat for Humanity brings people together to build homes, communities, and hope 1000 Hackensack Meridian Health Foundati 343 Thornall St 7th Floor Edison NJ 08837 NONE PC Raises funds to support programs and services across the Hackensack Meridian Health network, enabling the provision of state-of-the-art facilities, advanced medical treatments, groundbreaking research, and the training of future physicians. 150001 Irish American Cultural Institute PO Box 1716 Morristown NJ 07962 NONE PC Provides leadership and resources to preserve, interpret, and promote Irish and Irish American cultures. 500 Knights of Columbus St Denis Counci 90 Union Avenue Manasquan NJ 08736 NONE PC Empowering catholic men to live their faith at home, in their parish, at work and in their community 500 Manasquan Elks Lodge 2534 17 Stockton Lake Blvd Manasquan NJ 08736 NONE PC Invests in their communities through programs that help children grow up healthy and drug-free, meet the needs of todays veterans, and improve the quality of life 500 Mary's Place by the Sea 22 Main Ave Ocean Grove NJ 07756 NONE PC Provides a place where women with cancer can be surrounded by love and understanding 520 Monmouth Beach Cultural Center 128 Ocean Avenue N Monmouth Beach NJ 07750 NONE PC Dedicated to preserving the history and culture of Monmouth Beach, offering workshops, exhibits, and community events. 500 Monmouth Civic Chorus PO Box 16 Red Bank NJ 07701 NONE PC An award-winning community chorus based in Monmouth County, NJ, offering a diverse repertoire of choral music to the community in an environment that promotes artistic excellence. 1000 Philanthropy Rountable 1120 20th Street NW Suite 400N Washington DC 20036 NONE PC Foster excellence in philanthropy, protect philanthropic freedom and help donors advance liberty, opportunity and personal responsibility 100 Red Bank Elks Lodge 233 40 West Front Street Red Bank NJ 07701 NONE PC Invests in their communities through programs that help children grow up healthy and drug free, meet the needs of todays veterans, and improve the quality of life 500 Saint Peters University 2641 John F Kennedy Blvd Jersey City NJ 07306 NONE PC Inspired by its Jesuit, catholic identity, commitment to individual attention and grounding in the liberal arts, educates a diverse community of learners in undergraduate, graduate and professional programs to excel intellectually, lead ethically, serve compassionately and promote justice in our ever-changing urban and global environment. 33001 VFW Post 1838 - Manasquan 30 Ridge Avenue Manasquan NJ 08736 NONE PC A local post of the Veterans of Foreign Wars, dedicated to supporting veterans, active-duty military, and their families through advocacy and community service. 500 VFW Post 4715 - Point Pleasant Beac 603 St Louis Avenue Point Pleasant Beach NJ 08742 NONE PC Engages in community service, supports veterans and their families, and promotes patriotism through various programs and events. -500 VFW Post 6902 331 Bay Avenue Highlands NJ 07732 NONE PC Committed to serving veterans and the community by providing support, resources, and advocacy for those who have served in the military. 500 Wall Youth Center and Community Ser 1824 S M St Wall Township NJ 07719 NONE PC Provides programs and services that promote the well-being and development of youth and families in the Wall Township community. 500 Women's Club of Manasquan 62 Main St Manasquan NJ 08736 NONE PC A civic organization dedicated to community improvement through volunteer service, promoting education, and fostering fellowship among women 1000 St Kizito Lwetunga Development Prog 25187 Chase Drive Cleveland OH 44070 NONE PC Provides educational opportunities with scholarship funds for primary, secondary, and vocational education, including tuition, room, and board. 207997 ALS Association 1300 Wilson Blvd Ste 600 Arlington VA 22209 NONE PC ALS Association works to support people living with ALS through parient services while funding research and advocacy to help find a cure. 4000 American First Policy Institute 1341 G Street NW Washington DC 20005 NONE PC American First Policy Institute develops and promotes policies intended to prioritize the interests of American workers, families, and communities. 100000 Belmar Food Pantry 1000 17th ave West Belmar NJ 07719 NONE PC Belmar Food Pantry provides food and essential items to individuals and families in the local community who are facing food insecurity. 2000 Blood Cancer United PO Box 98016 Washington DC 20090 NONE PC Blood Cancer United funds research,patient support, and advocacy to help cure blood cancers and improve the lives of patients and their families. 150 Booker T Washington Foundation PO Box 52663 Tulsa OK 74152 NONE PC The Booker T. Washington Foundation supports educational programs that enhance academic opportunities for students at Booker T. Washington High School. 5000 Bookleggers Library 561 NW 32nd Street Miami FL 33127 NONE PC Bookleggers Library promotes literacy by providing free books and expanding access to reading in the community. 500 Breakthrough T1D 200 Vesey Street 28th Floor New York NY 10281 NONE PC Breakthrough T1D funds research and advocacy to accelerate treatments and a cure for type 1 diabetes while supporting those living with the disease. 250 Center for Civil Society PO Box 1480 Hockessin DE 19707 NONE PC Center for Civil Society Increases the knowledge and efficacy of America's nonprofit organizations, charitable foundations, and individual donors. 5000 Childrens Health Defense 852 Franklyn Ave Suite 511 Franklin Lakes NJ 07417 NONE PC Childrens Health Defense supports advocacy and education to protect childrens health 20000 Christian Employers Alliance 6101 Associated Blvd Suite 101 Everett WA 98203 NONE PC Christian Employers Alliance supports efforts to protect religious freedom for Christian-owned businesses and their employees. 3000 Cody Dieruf Foundation PO Box 7361 Bozeman MT 59771 NONE PC The Cody Dieruf Foundation unites communities and families living with cystic fibrosis by raising awareness, providing assistance, and inspiring life experiences. 150 Hope House 1800 N Blanchard St Suite 106 Findlay OH 45840 NONE PC Hope House provides housing solutions, support and education to meet the needs of individuals and families facing homelessness. 150 Hope Rises PO Box 758631 Topeka KS 66675 NONE PC Hope rises brings healing and hope to those suffering from neglected tropical diseases like leprosy. 150 Iona Preparatory School 225 Wilmot Road New Rochelle NY 10804 NONE PC Iona Preparatory School develops young men into moral and ethical leaders dedicated to Christian service and excellence. 1000 Legal Insurrection Foundation 18 Maple ave 280 Barrington RI 02806 NONE PC Legal Insurrection Foundation supports free speech research, reporting, and public education initiatives. 25000 Lift the Children 921 Central Ave N Kent WA 98032 NONE PC Lift the children aims to lift children out of vulnerability to hope and a better future. 150 Los Angeles County Museam of Art 5905 Wilshire Blvd Los Angeles CA 90036 NONE PC Los Angeles County Museam of Art supports programs that exhibit and interpret diverse art histories from around the world. 5000 Marine Toys for Tots Foundation 18251 Quantico Gateway Drive Triangle VA 22172 NONE PC Toys for Tots Foundation provides toys, books, and emotional support to those who need hope the most. 1000 Maryknoll Fathers and Brothers PO Box 302 Maryknoll NY 10545 NONE PC Maryknoll Fathers and Brothers support Catholic missionary ministries serving the poor, sick, and marginalized worldwide. 100 Masstimes PO Box 210 Cross Village MI 49723 NONE PC MassTimes provides information helping Catholics find mass times and nearby parishes. 506 Moms for America 1449 State HWY 248 Suite Q304 Branson MO 65616 NONE PC Moms for America is a national movement of over half a million moms reclaiming culture for truth, family, freedom, and the constitution. 500 National Eucharistic Congress 10214 Chestnut Plaza Dr 523 Fort Wayne IN 46814 NONE PC National Eucharistic Congress aims to renew the Catholic Church in the US by enkindling a living, transformative relationship with Jesus Christ in the holy Eucharist. 150 New Jersey State Troopers 2634 Highway 70 Manasquan NJ 08736 NONE PC New Jersey State Troops Association supports programs benefiting New Jersey State Troopers and their families. 200 New York Road Runner 156 West 56th Street 5th Floor New York NY 10019 NONE PC New York Road Runners transforms the health and well-being of communities through inclusive and accessible running experiences. 2500 NYC Mammas Give Back 601 West 26th Street Stuite M287 New York NY 10001 NONE PC NYC Mammas Give back provides pregnancy, postpartum, infant, and early childhood essentials and support. 3500 Patrick Henry College Ten Patrick Henry Circle Purcellville VA 20132 PC Patrick henry College is training the next generation of leaders in business, ministry, law, and in service to their communities. 150 PowerPlay NYC 4 West 43rd Street New York NY 10036 NONE PC PowerPlay NYC advances the lives of girls through sports, helping them grow physically, emotionally, and academically Stronger. 1000 Priestly Fraternity of St Peter 450 Venard Rd South Abington PA 18411 NONE PC Priestly Fraternity of St. Peter uses the ancient liturgy as well-spring, form their priests in the traditions of the church to serve at the altar and in the parish so that the fullness of christ might enter the emptiness of the world. 500 Shatterproof 56 Broad Street STE 14069 Boston MA 02109 NONE PC Dedicated to reversing the U.S. addiction crisis by transforming the healthcare system, eliminating stigma, and ensuring access to evidence-based treatment. 2000 Society of the Little Flower 1313 N Frontage Road Darien IL 60561 NONE PC Promotes devotion to the St. Therese of Lisieux, enabling carmelites worldwide to advance their ministries through prayer and donations. 150 Susan G Komen 13770 Noel Rd Dallas TX 75380 NONE PC Susan G. Komen addresses breast cancer on multiple fronts in order to make the biggest impact against this disease. 500 The Womens Club of Spring Lake PO BOX 328 Spring Lake NJ 07762 NONE PC Improve lives through philanthropy, fundraising for local charities and scholarships, and fostering community connection. 1000 TURNING POINT USA 4940 East Beverly Road Phoenix AZ 85044 NONE PC Turning Point USA identifies, educates, trains, and organizes students to promote the principles of freedom, free markets, and limited government. 1000 WEST ORANGE PAL PO BOX 71 West Orange NJ 07052 NONE PC West Orange PAL aims to provide safe, fun, and organized sport and recreational opportunities for youth, fostering community involvement and positive development. 500 West Side Campaign Against Hunger 263 West 86th Street New York NY 10024 NONE PC West Side Campaign against hunger aims to Alleviate Hunger by ensuring that all New Yorkers have access to food. 2000 WORLD CENTRAL KITCHEN PO BOX 96538 Washington DC 20090 NONE PC World Central Kitchen acts as a first responder, providing fresh, nourishing meals to communities impacted by humanitarian and community crises. 500 ALL SAINTS CATHOLIC PARISH NAKITOMA PO BOX 303 LUWEERO Luweero UG 31050 NONE PC To support religious, educational, and community outreach programs of All Saints Catholic Parish Nakitoma in alignment with their mission. 48100 GIGI'S PLAYHOUSE 1834 3rd Avenue New York NY 10029 NONE PC GiGi's playhouse is a network of Down Syndrome Achievement Centers on a mission to send a global message of acceptance for all. 500 NEW CIVIL LIBERTIES ALLIANCE 4250 N FAIRFAX DRIVE STE 300 ARLINGTON VA 22203 NONE PC A civil rights group founded to protect constitutional freedoms from violations by the administrative state. 25000 UNITED STATES SKI TEAM FOUNDATION 1 VICTORY LANE PARK CITY UT 84060 NONE PC US Ski Team Foundation aims to support year-round athlete training, development, competition, and education for the US Ski Team. 30000 2994034 14 328540 14 1497535 14 162 18 3662440 5488677 5488677 false false false false false false false false false false X X 1 BRIAN JOELLE KELLY C/O CHADWICKCO 225 ROUTE 35N RED BANK NJ 07701 976679 X 2 BRIAN JOELLE KELLY C/O CHADWICKCO 225 ROUTE 35N RED BANK NJ 07701 1504809 X 1 31,055 shares of Aberdeen Gold ETF SGOL 976679 2025-05-01 2 36,600 shares of Aberdeen Gold ETF SGOL 1504809 2025-12-31 123904 61952 0 61952 4499 0 0 4499 MISC RECEIVABLE 398753 769583 769583 FEDERAL TAX 78598 BUSINESS REG 71 36 35 CUSTODIAL FEES NT 17320 17320 INSURANCE 1256 628 628 OFFICE SUPPLIES 7260 3630 3630 Other Investment Income 162 LOAN 1170 7117 CAMBRIDGE-O/S CONTRACTOR 43000 43000 0 0 CHADWICK EXECUTIVE 35875 17938 0 17938 CONSULTING FEES 30249 0 0 30249 PAYROLL TAXES 7916 3958 3958 STATE TAX 1997 999 998