2024-09-26T14:35:57-05:00 2023-12-31 222097516 Capaldi Reynolds & Pelosi PA 332 Tilton Road Northfield NJ 08225 990PF 2023-01-01 260581765 Messner Foundation Inc C/O Richard King Jr MESS 6099045653 2600 New Road Northfield NJ 08225 HAROLD MESSNER Trustee 6099045653 2024-09-05 1 1 Clayton K Himstedt P00617313 6096414000 2023 2024-08-08 14:25:15Z X 7811204 X X 239240 239240 241293 1166233 241293 990 990 481523 481523 150000 30000 120000 200 200 0 4750 2375 2375 38190 38190 0 1000 1000 0 3851 1420 1419 197991 73185 123794 580200 580200 778191 73185 703994 -296668 408338 268273 258458 258458 5583460 5294697 7550804 1942 1942 1942 5853675 5555097 7811204 0 0 X 5853675 5555097 5853675 5555097 5853675 5555097 5853675 -296668 0 5557007 1910 5555097 National Financial Services S/T P 2023-01-01 2023-12-31 178435 174165 4270 4270 National Financial Services L/T P 2022-12-31 2023-12-31 987798 746200 241598 241598 Accr'd Market Discount S/T P 2023-01-01 2023-12-31 1355 -1355 -1355 Accr'd Market Discount L/T P 2022-12-31 2023-12-31 3220 -3220 -3220 241293 5676 0 5676 0 5676 2728 0 9000 0 11728 0 6052 6052 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A The Foundation 6099045653 2600 New Road Northfield NJ 08225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Harold Messner 1 Meadow Pond Lane Ocean View NJ 08230 Trustee 1.00 0 0 0 Elaine Messner 1 Meadow Pond Lane Ocean View NJ 08230 Trustee 1.00 0 0 0 Leslie Kohler 1 Meadow Pond Lane Ocean View NJ 08230 Trustee 8.00 50000 0 0 Brenda Cacossa 1 Meadow Pond Lane Ocean View NJ 08230 Trustee 8.00 50000 0 0 Laura Sampson 1 Meadow Pond Lane Ocean View NJ 08230 Trustee 8.00 50000 0 0 NONE 0 NONE 0 0 7412205 294151 0 7706356 0 0 7706356 115595 7590761 379538 379538 5676 5676 373862 0 373862 0 373862 703994 0 703994 373862 0 0 211003 129723 186060 148758 230810 906354 703994 0 0 0 373862 330132 0 0 1236486 0 0 0 0 0 0 211003 1025483 129723 186060 148758 230810 330132 Harold Messner Elaine Messner Harold Messner 1 Meadow Pond Lane Ocean View NJ 08230 6096531500 Letter indicating charitable purpose None None Atlantic Christian School 391 Zion Road Egg Harbor Township NJ 08234 None PC Support cause 2500 Atlantic City Rescue Mission 2009 Bacharach Blvd Atlantic City NJ 08401 None PC Support cause 25000 Beacon Animal Rescue 701 Butter Road Oceanview NJ 08230 None PC Support cause 2500 Big Brothers Big Sisters of Atlantic & Cape May Counties 450 Tilton Road Suite 214 Northfield NJ 08225 None PC Support cause 2700 CASA for Children of Atlantic & Cape May Counties 321 Shore Road Somers Point NJ 08244 None PC Support cause 5000 Community Food Bank of New Jersey 31 Evans Terminal Hillside NJ 07205 None PC Support cause 20000 Corbin City Baptist Church 212 Main Street Corbin City NJ 08270 None PC Support cause 10000 Covenant House New Jersey Inc 330 Washington Street Newark NJ 07102 None PC Support cause 25000 Deborah Hospital Foundation 20 Pine Mill Road Brown Mills NJ 08015 None PC Support cause 12500 Families of Autistic Children in Tidewater 520 Viking Drive Virginia Beach VA 23452 None PC Support cause 2500 Feed the Children PO Box 36 Oklahoma City OK 73101 None PC Support cause 5000 First United Methodist Church 126 N Green Street Tuckerton NJ 08087 None PC Support cause 20000 Gilda's Club of South Jersey Inc 700 New Road Linwood NJ 08221 None PC Support cause 2500 Holy Redeemer Visiting Nurse and Hospice 6727 Delilah Road Egg Harbor Township NJ 08234 None PC Support cause 7500 Jewish Family Services of Atlantic County 607 N Jerome Ave Margate NJ 08402 None PC Support cause 2500 Lost & Found Ministry Landmark Chruch 300 E 8th Street Ocean City NJ 08226 None PC Support cause 2500 Make a Wish Foundation 1034 Salem Road Union NJ 07083 None PC Support cause 10000 Marantha Ministries 950 Tilton Road Northfield NJ 08225 None PC Support cause 2500 Miracle Flights for Kids 2764 N Green Valley Pkwy 115 Green Valley NV 89014 None PC Support cause 5000 Moorestown Visiting Nurse Association 300 Harper Drive Moorestown NJ 08057 None PC Support cause 1500 Our Lady of Angels Parish 35 E Mechanic Street Cape May Court House NJ 08210 None PC Support cause 10000 Ranch Hope-Strang School 45 Sawmill Road PO Box 325 Alloway NJ 08001 None PC Support cause 2500 Samritans Purse PO Box 3000 Boone NC 28607 None PC Support cause 10000 Shamokin Christian Missionary - The Alliance Church 114 N 2nd Street Shamokin PA 17872 None PC Support cause 5000 Shore Memorial Hospital Foundation 1 East New York Avenue Somers Point NJ 08244 None PC Support cause 10000 Shriner's Hospitals for Children 2900 Rocky Point Drive Tampa FL 33607 None PC Support cause 10000 Sierra House Inc 11 South Maple Avenue East Orange NJ 07018 None PC Support cause 2500 Smile Train 41 Madison Avenue 28th Floor New York NY 10010 None PC Support cause 5000 St Jude's Children's Hospital 262 Danny Thomas Place Memphis TN 38105 None PC Support cause 100000 St Maximillian Kolbe Parish 200 West Tuckahoe Road Marmora NJ 08223 None PC Support cause 20000 Sunshine Foundation 1041 Mill Creek Drive Feasterville PA 19053 None PC Support cause 20000 The Oasis Haven for Women & Children 59 Mill Street Paterson NJ 07501 None PC Support cause 1500 The Salvation Army 22 S Texas Avenue Atlantic City NJ 08401 None PC Support cause 10000 Tuckahoe Volunteer Fire Company 2170 Rotue 50 PO Box 246 Tuckahoe NJ 08250 None PC Support cause 1000 University of Pennsylvania 3451 Walnut Street Pennsylvania PA 19104 None PC Support cause 200000 Upper Township Challenger Sports Inc PO Box 205 Tuckahoe NJ 08250 None PC Support cause 1000 Upper Township Rescue Squad 2028 Tuckahoe Road Petersburg NJ 08270 None PC Support cause 5000 580200 0 14 239240 14 990 18 241293 0 481523 0 481523 0 0 0 0 0 0 0 0 0 0 Accounting 4750 2375 2375 Fidelity Investments 5294697 7550804 Dividends Receivable AT COST 1942 1942 Legal 200 200 0 Adjustment in cost basis of donated securities 1910 Insurance 2839 1420 1419 Travel & Meetings 1012 0 0 Liquidation Distribution 38 38 38 Non Dividend Distribution 952 952 952 Investment Advisory Fees 38190 38190 0 Federal Taxes 1000 1000 0