2024-05-13T13:24:05-05:00 2023-12-31 222426449 Mandel Fekete & Bloom CPAs 30 Montgomery Street Suite 685 Jersey City NJ 07302 990PF 2023-01-01 226074947 The Lucy & Eleanor S Upton Charitable Foundation c/o Mandel Fekete & Bloom LUCY 2014346875 30 Montgomery Street 685 Jersey City NJ 07302 Frank L Fekete Trustee 2014346875 2024-05-10 1 Frank Fekete 999009999 1 Mark J Bann P01381405 2014346875 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7051053 X X 89314 89314 219518 474453 219518 308832 308832 0 0 0 2155 2155 0 10022 10022 0 267 267 0 12444 12444 0 344200 344200 356644 12444 344200 -47812 296388 2030 6527 6527 5932057 5879748 7044526 5934087 5886275 7051053 0 0 X 6523893 6523893 0 0 -589806 -637618 5934087 5886275 5934087 5886275 5934087 -47812 0 5886275 0 5886275 Bessemer Trust Short Term Gain P 39477 33023 6454 6454 Bessemer Trust Long Term Gain P 320583 221912 98671 98671 Capital Gains Dividends P 114393 114393 114393 219518 4120 0 4120 0 4120 6798 0 0 0 6798 0 2678 2678 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A Frank L Fekete 2014346875 30 Montgomery Street Suite 685 Jersey City NJ 07302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles B Cater 9 Summer Islands Lane Johns Island SC 29455 Trustee 0.00 0 0 0 Frank L Fekete MandelFeketeBloom30 Montgomery St Suite Jersey City NJ 07302 Trustee 0.00 0 0 0 Susan Jukosky 197 Razor Hill Road Grafton NH 03240 Trustee 0.00 0 0 0 Alexandra V Gallo Esq c/o OToole Scrivoet al 14 Village Park Rd Cedar Grove NJ 07009 Trustee 0.00 0 0 0 NONE 0 NONE 0 Charitable activities are limited to making grants and charitable contributions to other qualified charitable organizations. 0 0 6830642 31753 0 6862395 0 0 6862395 102936 6759459 337973 337973 4120 4120 333853 0 333853 0 333853 344200 0 344200 333853 0 0 14307 14307 344200 0 0 0 333853 10347 0 0 24654 0 0 0 0 0 0 0 24654 14307 10347 Frank L Fekete CPA 30 Montgomery Street Suite 685 Jersey City NJ 07302 2014346875 No specific form is required. There are no submission deadlines. There are no restrictions or limitations on awards. Adler Aphrasia Center 60 West Hunter Avenue Maywood NJ 07607 N/A Public Charity General Use 10000 ALS TDI 480 Arsenal Street Suite 201 Watertown MA 02472 N/A Public Charity Donation for the support of the ALS Therapy Development Institute 1500 Arts Etc 130 Gardeners Circle PMB 148 Johns Island SC 29455 N/A Public Charity General Use 8000 Children's Specialized Hospital Foundation 150 New Providence Road Mountainside NJ 07092 N/A Hospital Foundation General Use 10000 Colby Sawyer College 541 Main Street New London NH 03257 N/A Educational Institut Support of new projects 6000 Community FoodBank of New Jersey 31 Evans Terminal Hillside NJ 07205 N/A Public Charity General Use 7500 Enfield Shaker Museum 447 NH Route 4A Enfield NH 03748 N/A Public Charity Purchase and maintenance of La Salette property 20000 Faith's Lodge 505 HWY 169 N Suite 245 Plymouth MN 55441 N/A Public Charity General Use 3500 Hackensack Meridian Health Foundation 343 Thornall Street 8th Floor Edison NJ 08837 N/A Hospital Foundation General Use 30000 House of Faith Inc 244 Ege Avenue Jersey City NJ 07304 N/A Public Charity General Use 12500 John Cabot University Via della Lungara 233 Rome IT 00165 N/A Educational Institut General Use 7500 Kent Place School 42 Norwood Avenue Summit NJ 07901 N/A Educational Institut For Kent Place Fund 15000 Kiawah Island Community Association 9 Summer Island Lane Kiawah Island SC 29455 N/A Public Charity Stop Payment on Donation -5000 Kiawah Island Conservancy 80 Kestrel Ct Kiawah SC 29455 N/A Public Charity General Use 5000 Lebanon Opera House PO Box 384 Lebanon NH 03766 N/A Public Charity General Use 5000 Lowcountry Marine Mammal Network 1367 Clearbrook Street North Charleston SC 29405 N/A Public Charity General use 5700 Macoma Valley Preservation PO Box 107 Grafton NH 03240 N/A Public Charity General Use 15000 Morris Museum 6 Normandy Heights Road Morristown NJ 07960 N/A Public Charity General Use 5000 New Jersey SEEDS 494 Broad Street Suite 105 Newark NJ 07102 N/A Public Charity General Use 10000 New Jersey Symphony Orchestra 60 Park Place Suite 900 Newark NJ 07102 N/A Public Charity General Use 50000 Newark Museum 49 Washington Street Newark NJ 071023176 N/A Public Charity General Use 35000 Oasis Haven for Women and Children 59 Mill Street Paterson NJ 07501 N/A Public Charity General Use 5000 Saint Benedict's Preparatory School 520 Dr Martin Luther King Jr Blvd Newark NJ 07102 N/A Educational Institut For support of the Music Department 8500 Saint Peter's University 2641 Kennedy Boulevard Jersey City NJ 07306 N/A Educational Institut For the benefit of students 20000 Saint Vincent Academy 228 W Market Street Newark NJ 07103 N/A Educational Institut Donation to be used towards tuition and scholarships 13000 The Craig School 15 Tower Hill Road Mountain Lakes NJ 07046 N/A Educational Institut General Use 16500 Wilderness Inquiry 1611 County Road B West Suite 315 Saint Paul MN 55113 N/A Public Charity General Use 12000 Zoological Society of New Jersey 560 Northfield Avenue West Orange NJ 07052 N/A Public Charity Donation to be used for the Turtle Back Zoo 4000 Friends of Grafton Library PO Box 323 Grafton NH 03240 N/A Public Charity Donation to be used for new library 5000 Lancaster County Food Hub 812 North Queen Lancaster PA 17603 N/A Public Charity General Use 3000 344200 0 14 89314 18 219518 0 308832 0 308832 8 See schedule attached 0 0 0 0 0 0 0 0 0 0 Mandel, Fekete & Bloom CPAs 10022 10022 0 Bessemer Mutual Funds AT COST 5879748 7044526 O'Toole, Scrivo, Fernandez, Weiner, Van Lieu 2155 2155 0 Bessemer Trust Company 267 267 0