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 226050185 The Charles E & Edna T Brundage Char Sci & Wildlife Cons Fdn c/o MFB CPAs CHAR 2014346875 30 Montgomery St 685 Jersey City NJ 07302 Frank L Fekete Treasurer 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 3765632 X X 342 342 48414 48414 128914 374997 128914 177670 177670 0 0 0 10650 10650 0 271 271 0 31 31 0 10952 10952 0 208500 208500 219452 10952 208500 -41782 166718 223 7573 7573 3208231 3159099 3758059 3208454 3166672 3765632 0 0 X 3431292 3431292 0 0 -222838 -264620 3208454 3166672 3208454 3166672 3208454 -41782 0 3166672 0 3166672 595.238 shs OW Fixed Income P 2007-02-28 2023-01-05 6000 6728 -728 -728 2309.68 shs OW All Cap Core Fd P 2020-04-06 2023-07-18 54878 33398 21480 21480 2601.01 shs OW Large Cap Strat Fd P 2008-09-01 2023-07-18 43541 31851 11690 11690 1145.04 shs OW Credit Income Fd P 2020-10-01 2023-12-01 9000 11130 -2130 -2130 2329.45 shs OW All Cap Core Fd P 2020-04-06 2023-12-01 56000 33684 22316 22316 5544.45 shs OW Fixed Income Fd P 2007-02-28 2023-12-01 55500 62041 -6541 -6541 414.938 shs OW Small & Midcap Strat P 2008-10-02 2023-12-01 6000 5583 417 417 5000 shs OW Large Cap Strategies Fd P 2008-09-01 2023-12-01 83500 61228 22272 22272 32.70 shs OW Small & Midcap Fd P 2008-10-02 2023-12-22 500 440 60 60 Capital Gains Dividends P 60078 60078 60078 128914 2317 0 2317 0 2317 3541 0 0 0 3541 0 1224 1224 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A Frank L Feketeco Mandel 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 & President 0.00 0 0 0 Kerry Cater 9820 Fair Oaks Road Hammondsport NY 14840 Trustee & Vice Pres. 0.00 0 0 0 Susan Jukosky 197 Razor Hill Road Grafton NH 03240 Trustee & Vice Pres. 0.00 0 0 0 James A Jukosky 58 Graham Road Canaan NH 03741 Trustee & Vice Pres. 0.00 0 0 0 Joel Jukiro 473 Long Plain Road Leverett MA 01054 Trustee & Vice Pres. 0.00 0 0 0 Annabel Cater 131 Poplar Street Charlottesville VA 22902 Trustee & Vice Pres. 0.00 0 0 0 Dylan Cater 34 Berry Street Apt 3H Brooklyn NY 11249 Trustee & Vice Pres. 0.00 0 0 0 Christine Reilly c/o Mandel Fekete Bloom 30 Montgomery St Ste 685 Jersey City NJ 07302 Secretary 0.00 0 0 0 Frank L Fekete c/o Mandel Fekete Bloom 30 Montgomery St Ste 685 Jersey City NJ 07302 Treasurer 0.00 0 0 0 Evan Cater 303 Main Street-Unit 238 Hempstead NY 11550 Trustee 0.00 0 0 0 NONE 0 NONE 0 Charitable activities limited to making grants and charitable contributions to other qualified organizations. 0 0 3667745 21844 0 3689589 0 0 3689589 55344 3634245 181712 181712 2317 2317 179395 0 179395 0 179395 208500 0 208500 179395 0 0 7615 21747 5362 27381 62105 208500 0 0 0 179395 29105 0 0 91210 0 0 0 0 0 0 7615 83595 21747 5362 27381 29105 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. ALS TDI Therapy Institute 480 Arsenal Street Suite 201 Watertown MA 02472 N/A General Use 1500 Antioch University 40 Avon Street Keene NH 03431 N/A Research 3000 Arts Etc 130 Gardeners Circle PMB 148 Johns Island SC 29455 N/A General Use 5500 Blake School 110 Blake Road South Hopkins MN 55343 N/A General Use 4500 Kiawah Community Association 23 Beachwalker Drive Kiawah Island SC 29455 N/A Previous Year Donation Returned to the Organization -3000 Canaan Town Library 1173 US Route 4 PO Box 368 Canaan NH 03741 N/A General Use 6000 Colby Sawyer College 541 Main Street New London NH 03257 N/A Raptor Program 5000 Community Food Bank of New Jersey 31 Evans Terminal Road Hillside NJ 07205 N/A General Use 3000 Community Place of Greater Rochester Inc 145 Parsells Avenue Rochester NY 14609 N/A General Use 7500 CurePSP 325 Hudson Street 4th Floor New York NY 10013 N/A General Use - Early-Stage Research 5000 Dartmouth College - Ski Patrol PO Box 9 Robinson Hall Hanover NH 03755 N/A General Use, In Memory of Peter Brundage 1000 Enfield Shaker Museum 447 NH Route 4A Enfield NH 03748 N/A General Use 10000 Faith's Lodge 505 Hwy 169 N Suite 245 Plymouth MN 55441 N/A General Use 3000 Friends of Canaan Village Inc PO Box 452 Canaan NH 03741 N/A General Use 1000 Friends of Grafton Library PO Box 323 Grafton NH 03240 N/A New Library 5000 Generation Hope 1401 Okie Street NE Washington DC 20002 N/A General Use 5000 Global Development Group USA Inc 475 Woodville Road Mitchell IN 47446 N/A COPE Program 2500 Greater Newark Holiday Fund PO Box 59 Newark NJ 07101 N/A General Use 3000 Historical Society of Old Randolph 630 Millbrook Avenue Randolph NJ 07869 N/A General Use 5000 Homecare & Hospice Association of NJ 411 North Avenue East Cranford NJ 07016 N/A General Use 2000 Hope for Haiti 1021 5th Ave North Naples FL 34102 N/A General Operations 12000 Lancaster County Food Hub 812 North Queen Street Lancaster PA 17603 N/A General Use 1500 Low Country Marine Mammal Network 1367 Clearbrook Street North Charleston SC 29405 N/A General Use 2500 Mascoma Valley Preservation PO Box 107 Grafton NH 03240 N/A General Use 7500 New Hampshire Public Radio 2 Pillsbury Street 6th Floor Concord NH 03301 N/A General Use 3000 New Jersey Conservation Foundation 170 Longview Road Far Hills NJ 07931 N/A General Use 4000 New Jersey SEEDS 494 Broad Street Suite 105 Newark NJ 07102 N/A General UseGeneral Use 4000 New Jersey Symphony Orchestra 60 Park Place Suite 900 Newark NJ 07102 N/A General UseGeneral Use 21000 Newark Museum of Art 49 Washington Street Newark NJ 071023176 N/A General UseGeneral Use 30000 North Branch Nature Center 713 Elm Street Montpelier VT 05602 N/A General Use 1000 Planned Parenthood of Greater New Jersey Inc 196 Speedwell Avenue Morristown NJ 07960 N/A General Use 5000 Planned Parenthood Southeast 241 Peachtree Street NE Suite 400 Atlanta GA 303032507 N/A General Use 6500 The Raptor Trust 1390 White Bridge Road Millington NJ 07946 N/A General Use, In memory of William Cater Jr. 3000 ETV Endowment of South Carolina 401 E Kennedy St Suite B-1 Spartanburg SC 29302 N/A For Use by the Public Radio of South Carolina 2000 Upper Valley Land Trust 19 Buck Road Hanover NH 03755 N/A General Use 4000 Vermont Studio Center PO Box 613 Johnson VT 05656 N/A General Use 5000 Vermont Public Radio 365 Troy Avenue Colchester VT 05446 N/A General Use 2000 Wellfleet Historical Society & Museum PO Box 58 Wellfleet MA 02667 N/A General Use, as requested by Charles Cater 2000 Wilderness Inquiry 1611 County Rd B W Ste 315 St Paul MN 55113 N/A General Use: $10,000Canoe Mobile Program: $5,000 15000 Zoological Society of New Jersey 560 Northfield Avenue West Orange NJ 07052 N/A For the Turtle Back Zoo 1000 Trumball Hall Troupe 810 Mount Moosilauke Highway Wentworth NH 03282 N/A General Use 1000 208500 0 14 342 14 48414 18 128914 0 177670 0 177670 0 0 0 0 0 0 0 0 0 0 Mandel, Fekete & Bloom CPAs 10650 10650 0 Mutual Funds AT COST 3159099 3758059 New Jersey Annual Report Fees 31 31 0 Bessemer Trust Company, N.A. 271 271 0