2021-10-25T17:47:07-05:00 2020-12-31 WITHUM SMITH BROWN PC 506 CARNEGIE CENTER STE 400 PRINCETON NJ 085406243 990PF 2020-01-01 137219210 The Frances B & William S Todman Foundation C/O Don Scheier % WITHUMSMITHBROWN PC FRAN 6095201188 WSB 506 Carnegie Center Suite 400 Princeton NJ 08540 DONALD SCHEIER TRUSTEE 6095201188 2021-05-28 true DONALD SCHEIER 999009999 HAL R TERR P00360976 6095201188 2 2020 2022-09-23 18:48:47Z X 798177 X 0 X 5 5 16372 13344 15685 60238 16642 32062 29991 0 3090 1545 0 1545 4377 4377 519 403 7986 6325 0 1545 38000 38000 45986 6325 0 39545 -13924 23666 17068 31374 31374 544682 516552 766803 561750 547926 798177 0 0 X 561750 547926 561750 547926 561750 547926 561750 -13924 100 547926 547926 FIDELITY INVESTMENTS P 2019-01-01 2021-12-31 59199 43596 15603 15603 CAPITAL GAIN DIVIDENDS P 1039 16642 329 329 329 0 400 400 71 71 false false false false false false false true true NY true false false false false true N/A WITHUMSMITHBROWN PC 6095201188 506 CARNEGIE CENTER SUITE 400 PRINCETON NJ 08540 false false false false false false false false false false false false false false false false false false false false false JOSEPH C MITCHELL 72 Whiteoak Drive South Orange NJ 07079 TRUSTEE 1.0 0 0 0 DONALD SCHEIER 224 OVERLOOK AVENUE LEONIA NJ 07605 TRUSTEE 1.0 0 0 0 715409 26612 0 742021 0 742021 11130 730891 36545 36545 329 329 36216 36216 36216 39545 0 0 0 0 39545 0 39545 36216 0 2018 2017 2016 0 2214 536 2750 39545 0 36216 3329 6079 0 0 0 0 6079 2214 536 3329 NONE NONE X WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BOULEVARD LOS ANGELES CA 900102798 NONE PC GENERAL 10000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 NONE PC GENERAL 2000 DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL 2000 American Cancer Society PO Box 22478 Oklahoma City OK 73123 NONE PC GENERAL 2500 LION GUARDIANS US PO BOX 9641 WASHINGTON DC DC 20016 NONE PC GENERAL 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 NONE PC GENERAL 6000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PC GENERAL 2500 St Judes Children's Research Hospital 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC GENERAL 3500 AMERICAN BIRD CONSERVANCY 4249 LOUDOUN AVE THE PLAINS VA 20198 NONE PC GENERAL 1000 Michael J Fox Foundation for Parkinson's Research 469 7th Avenue New York NY 10018 None PC General 1000 ALS ASSOCIATION PO BOX 37022 BOONE IA 500370002 NONE PC GENERAL 1000 AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PC GENERAL 1000 BEST FRIENDS ANIMAL SOCIETY 307 W BROADWAY NEW YORK NY 10013 NONE PC GENERAL 300 SIERRA CLUB 2101 WEBSTER ST SUITE 1300 OAKLAND CA 94612 NONE PC GENERAL 500 WORLD WILDLIFE FUND 1250 24TH STRET NW PO BOX 97180 WASHINGTON DC 200907180 NONE PC GENERAL 500 SPCALA 5026 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PC GENERAL 200 JR DIABETIES RESEARCH FUND 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC GENERAL 3500 38000 14 5 14 16372 18 15685 32062 32062 false false false false false false false false false false WITHUMSMITH+BROWN 3090 1545 1545 FIDELITY INTERMEDIATE MUNI INC 37812 39458 FIDELITY LIMITED TERM MUNI INC 40176 40880 INVESCO EXC TRD FD TR II S 21066 19718 SECTOR SPDR CONSUMER 11610 25766 SEC SPDR BEN MATERIALS 12827 25916 SEC SPDR BEN INDUSTRIAL 17647 43390 SEC SPDR BEN FINANCIAL 13224 32281 SEC SPDR BEN INT UTILITIES 6596 10346 SEL SEC SPDR TR HEALTHCARE 15159 44242 SEL SECTOR SPDR CONSUME 10853 44375 STONE RIDGE HIGH YLD REINRNCE 35871 33149 STONE RIDGE REINSRNCE RISK PRE 0 0 VANGUARD INDX FDS REIT 12740 19534 VANGUARD SEC IND FDS INFO TECH 15820 84910 LORD ABBETT SHORT DURATION INC 51466 51389 ISHARES TR MSCI ACWI EX US 28243 35802 LAZARD GLOBAL LISTED INFRA INS 36150 37675 STONERIDGE ALL ASSET VAR RISK 0 0 PAX MSCI EAFE ESG LDRS INDEX 33608 42084 VERSUS CAP MULT MNGR REAL EST 17334 17336 INVESCO EXCHANGE TRADED FD TR 31154 48301 ISHARES EDGE MSCI MIN VOL EMG 23288 24737 ISHARES EDGE MSCI ACWI EX US 43908 45514 BOOK TAX ADJUSTMENT 100 INVESTMENT ADVISORY FEES 4377 4377 FOREIGN TAX PAID 403 403 EXCISE TAX 116