Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ORITANI CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 500 N FRANKLIN TURNPIKE 306
  Room/suite
City or town
RAMSEY
State or province
NJ
Country  
ZIP or foreign postal code
07446
A Employer identification number

20-5692529
B Telephone number (see instructions)

2017838375
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$21,630,562J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 31,936 31,936  
4 Dividends and interest from securities... 342,552 342,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,681,772
b Gross sales price for all assets on line 6a 20,854,437
7 Capital gain net income (from Part IV, line 2)... 6,252,315
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,056,260 6,626,803  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 57,868 0   57,868
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,304 0   2,304
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,746 0   20,746
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
44,617 44,617   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
95,043 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,761 0   2,761
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 223,339 44,617   83,679
25 Contributions, gifts, grants paid....... 564,556 959,099
26 Total expenses and disbursements. Add lines 24 and 25 ................ 787,895 44,617   1,042,778
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,268,365
b Net investment income (if negative, enter -0-) 6,582,186
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 7,783 2,594 2,594
2 Savings and temporary cash investments......... 111,292 1,124,577 1,124,577
3 Accounts receivable  
Less: allowance for doubtful accounts   73,725    
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
1,879,411 		1,879,411
b Investments—corporate stock (attach schedule)....... 3,908,520 Click to see attachment
List of Attached Documents:
// Content
14,142,210 		14,142,210
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,586,909 Click to see attachment
List of Attached Documents:
// Content
4,468,872 		4,468,872
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
4,390 		Click to see attachment
List of Attached Documents:
// Content
12,898 		Click to see attachment
List of Attached Documents:
// Content
12,898
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,692,619 21,630,562 21,630,562
Liabilities 17 Accounts payable and accrued expenses.......... 7,000 7,750
18 Grants payable................. 1,198,125 803,581
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
69,730 		Click to see attachment
List of Attached Documents:
// Content
14,020
23 Total liabilities (add lines 17 through 22)......... 1,274,855 825,351
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,417,764 20,805,211
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,417,764 20,805,211
30 Total liabilities and net assets/fund balances (see instructions). 19,692,619 21,630,562
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,417,764
2
Enter amount from Part I, line 27a .....................
2
4,268,365
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
330,261
4
Add lines 1, 2, and 3 ..........................
4
23,016,390
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,211,179
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
20,805,211
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALES OF PUBLICLY TRADED SECURITIES      
b 377,500 SHARES OF VALLEY NATIONAL BANCORP STOCK   2007-01-23  
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,855,538   14,599,763 2,255,775
b 3,998,899   2,359 3,996,540
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,255,775
b       3,996,540
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,252,315
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 91,492
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 91,492
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 91,492
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 104,390
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 104,390
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 12,898
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax12,898 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofTHE MARCHESE GROUP LLC Telephone no. (201) 783-8375

Located at500 N FRANKLIN TURNPIKE SUITE 306RAMSEYNJ ZIP+407446
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KEVIN J LYNCH EXECUTIVE VICE PRESIDENT/DIRECTOR
0.50 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
JAMES J DOYLE JR DIRECTOR
0.50 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
ROBERT S HEKEMIAN JR DIRECTOR
0.50 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
ANNE MOORADIAN DIRECTOR
0.50 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
JOHN M FIELDS JR PRESIDENT/DIRECTOR
15.00 		0 57,868 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
JUDITH SCHUMACHER TILTON DIRECTOR
0.50 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
NICK ANTONACCIO DIRECTOR
0.50 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
BRIAN MARCHESE DIRECTOR
4.00 		0 0 0
C/O THE MARCHESE GROUP LLC 500 N
FRANKLIN TURNPIKE SUITE 306
RAMSEY,NJ07446
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
19,976,479
b
Average of monthly cash balances.......................
1b
575,642
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
20,552,121
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
20,552,121
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
308,282
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,243,839
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,012,192
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,012,192
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
91,492
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
91,492
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
920,700
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
920,700
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
920,700
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,042,778
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,042,778
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 920,700
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 818,959
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,042,778
a Applied to 2024, but not more than line 2a 818,959
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 223,819
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		696,881
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BERGEN VOLUNTEER MEDICAL INITIATIVE INC

75 ESSEX ST 100
HACKENSACK,NJ07601 		    GENERAL SUPPORT 99,995

HABITAT FOR HUMANITY INTERNATIONAL

31 BELVIDERE AVE
WASHINGTON,NJ07882 		    GENERAL SUPPORT 5,000

FAMILY PROMISE OF BERGEN COUNTY

100 DAYTON ST
RIDGEWOOD,NJ07450 		    GENERAL SUPPORT 50,000

CUMACECHO INC

223 ELLISON STREET PO BOX 2721
PATERSON,NJ07509 		    GENERAL SUPPORT 10,000

REED FOUNDATION FOR AUTISM

25 POTASH RD
OAKLAND,NJ07436 		    GENERAL SUPPORT 50,000

TABLE TO TABLE

160 PEHLE AVE SUITE 303
SADDLE BROOK,NJ07663 		    GENERAL SUPPORT 114,995

JOHNSON PUBLIC LIBRARY

274 MAIN ST
HACKENSACK,NJ07601 		    GENERAL SUPPORT 250,000

THE VALERIE FUND

2101 MILLBURN AVE 3719
MAPLEWOOD,NJ07040 		    GENERAL SUPPORT 50,000

FLAT ROCK BROOK NATURE CENTER

443 VAN NOSTRAND AVE
ENGLEWOOD,NJ07631 		    GENERAL SUPPORT 5,000

A PARTNERSHIP FOR CHANGE INC

PO BOX 523
ORADELL,NJ07649 		    GENERAL SUPPORT 14,950

CENTER FOR FOOD ACTION OF NEW JERSEY

192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		    CAPITAL CAMPAIGN 99,999

CENTER FOR FOOD ACTION OF NEW JERSEY

192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		    GENERAL SUPPORT 99,999

CENTER FOR FOOD ACTION OF NEW JERSEY

192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		    GENERAL SUPPORT 10,000

CUMACECHO INC

223 ELLISON STREET PO BOX 2721
PATERSON,NJ07509 		    GENERAL SUPPORT 99,161
Total ................................. 3a 959,099
bApproved for future payment

BERGEN VOLUNTEER MEDICAL INITIATIVE INC
75 ESSEX ST 100
HACKENSACK,NJ07601 		    GENERAL SUPPORT 305,487

CENTER FOR FOOD ACTION OF NEW JERSEY
192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		    GENERAL SUPPORT 101,365

CENTER FOR FOOD ACTION OF NEW JERSEY
192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		    CAPITAL CAMPAIGN 92,422

CENTER FOR FOOD ACTION OF NEW JERSEY
192 W DEMAREST AVENUE
ENGLEWOOD,NJ07631 		    SUPPLEMENTAL 250,000

CUMACECHO INC
223 ELLISON STREET PO BOX 2721
PATERSON,NJ07509 		    GENERAL SUPPORT 95,326
Total ................................. 3b 844,600
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 31,936  
4 Dividends and interest from securities ....     14 342,552  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,681,772  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,056,260 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,056,260
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 10,696 0   10,696
ACCOUNTING FEES 10,050 0   10,050

TY 2025 InvestmentsCorpStockSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 12,317 12,317
ABBOTT LABS 37,086 37,086
ABBVIE INC 51,410 51,410
ACUSHNET HOLDINGS CORP 20,993 20,993
ADOBE INC 58,798 58,798
ADOBE INC 25,899 25,899
ADVANCED MICRO DEVICES INC 41,975 41,975
ADYEN N.V. 12,089 12,089
AGNICO EAGLE MINES LTD 24,921 24,921
AIA GROUP LTD-SP 21,582 21,582
AIR PRODS & CHEMS INC COM 11,363 11,363
AIRBUS SE 23,516 23,516
AKZO NOBEL N.V. 16,992 16,992
ALCON, INC. 14,895 14,895
ALLY FINANCIAL INC 40,348 40,348
ALPHABET INC CL C 297,482 297,482
ALPHABET INC CL C 161,293 161,293
AMADEUS IT GROUP, S.A. 43,347 43,347
AMAZON COM INC COM 262,673 262,673
AMAZON COM INC COM 136,876 136,876
AMAZON.COM INC 38,784 38,784
AMERICAN TOWER CORP 30,719 30,719
AMETEK INC COM 14,577 14,577
ANALOG DEVICES INC 50,714 50,714
ANALOG DEVICES INC 38,510 38,510
ANTHEM INC 49,761 49,761
AON PLC 13,057 13,057
APPFOLIO INC 11,400 11,400
APPLE INC 303,668 303,668
APPLE INC 243,587 243,587
ARCH CAPITAL GROUP LTD 15,923 15,923
ARES MANAGEMENT CORPORATION 21,982 21,982
ARGENX SE 16,819 16,819
ARISTA NETWORKS INC 66,563 66,563
ARTISAN PARTNERS ASSET MANAGEM 10,104 10,104
ASML HOLDING N.V. 42,794 42,794
ASML HOLDING N.V. 41,725 41,725
ASTRAZENECA PLC SPONSORED ADR 32,911 32,911
AT&T INC 30,038 30,038
ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A 22,441 22,441
AXA - ADR SPONSORED ADR 16,988 16,988
BAE SYSTEMS PLC - ADR SPONSORED ADR 15,697 15,697
BANCFIRST CORP 12,298 12,298
BANCO BRADESCO S A SPONSORED ADR REPSTG PFD SHS NEW 17,286 17,286
BANCO SANTANDER CEN-SPON - ADR SPONSORED ADR 23,612 23,612
BANK OF AMERICA CORP 40,786 40,786
BARCLAYS PLC - ADR SPONSORED ADR 69,479 69,479
BEIERSDORF AG 4,081 4,081
BERKLEY W R CORP 6,451 6,451
BERKSHIRE HATHAWAY INC. 29,656 29,656
BLACKROCK INC 40,922 40,922
BLACKROCK INC 40,673 40,673
BLACKSTONE INC 47,783 47,783
BNP PARIBAS - ADR 42,470 42,470
BOEING CO 61,879 61,879
BOSTON SCIENTIFIC CORP COM 56,924 56,924
BRAMBLES LIMITED 17,169 17,169
BRITISH AMERICAN TOBACCO P.L.C - ADR SPONSORED ADR 37,426 37,426
BROADCOM INC 203,507 203,507
BROADCOM INC 136,710 136,710
BROOKFIELD ASSET MANAGEMENT LT 14,302 14,302
BROOKFIELD CORP 77,967 77,967
BROOKFIELD INFRASTRUCTURE CORP NEW 49,077 49,077
BROOKFIELD RENEWABLE CORP NEW 17,483 17,483
BROWN & BROWN INC 47,023 47,023
BYD COMPANY LIMITED 8,102 8,102
CADENCE DESIGN SYSTEMS INC 53,764 53,764
CANADIAN PACIFIC KANSAS CITY L 48,890 48,890
CAPITAL ONE FINANCIAL CO 49,851 49,851
CBRE GROUP INC 57,724 57,724
CCC INTELLIGENT SOLUTIONS HOLD 12,911 12,911
CELESTICA INC 13,007 13,007
CHECK POINT SOFTWARE TECH COM 13,546 13,546
CHIPOTLE MEXICAN GRILL INC CL A 40,589 40,589
CITIGROUP INC 39,984 39,984
CITIGROUP INC. 66,747 66,747
CLP HOLDINGS LIMITED - ADR SPONSORED ADR 10,902 10,902
COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND INC CLASS F #6639 150,238 150,238
COMPAGNIE FINANCIERE RICHEMONT SA 31,800 31,800
COMPAGNIE FINANCIERE RICHEMONT SA 21,293 21,293
CONOCOPHILLIPS COMPANY 40,554 40,554
COPART INC COM 52,187 52,187
CORPAY INC 37,616 37,616
CORVEL CORP 14,684 14,684
COSTAR GROUP, INC 35,973 35,973
COUPANG INC 6,039 6,039
CSL LIMITED 15,494 15,494
CUMMINS INC 41,479 41,479
CVS HEALTH CORP 40,132 40,132
DAIICHI SANKYO COMPANY, LIMITED 23,130 23,130
DAIKIN INDUSTRIES LTD. 25,028 25,028
DANAHER CORP 57,230 57,230
DANONE 25,635 25,635
DATADOG INC 60,108 60,108
DEXCOM INC 48,450 48,450
DIGITAL REALTY TRUST LP 39,783 39,783
DOLLAR GENERAL CORP 41,478 41,478
DOMINOS PIZZA INC COM 25,426 25,426
DONALDSON CO INC 11,526 11,526
DUKE ENERGY PROGRESS LLC 35,588 35,588
E.ON SE 17,576 17,576
E.ON SE 11,364 11,364
EAGLE MATLS INC COM 4,960 4,960
EATON CORP PLC 35,036 35,036
ECOLAB INC 45,416 45,416
ECOLAB INC 23,889 23,889
ELI LILLY & CO COM 95,647 95,647
ELI LILLY & CO COM 79,526 79,526
EMCOR GROUP INC COM 13,459 13,459
ENI SPA - ADR SPONSORED ADR 40,103 40,103
ENTEGRIS INC 19,883 19,883
EQUINIX INC 36,199 36,199
ERSTE GROUP BANK AG- ADR SPONSORED ADR 16,385 16,385
ESSILORLUXOTTICA 13,307 13,307
FAIR ISSAC, INC 38,884 38,884
FASTENAL CO 18,981 18,981
FERRARI NV 12,195 12,195
FIFTH THIRD BANCORP 42,125 42,125
FIRST HAWAIIAN INC 14,092 14,092
FLOOR & DECOR HOLDINGS INC 14,735 14,735
FTI CONSULTING INC COM 21,866 21,866
FUJITSU LIMITED - ADR SPONSORED ADR 44,134 44,134
GALDERMA GROUP AG ADR 3,606 3,606
GALLAGHER ARTHUR J & CO 21,480 21,480
GARMIN LTD 28,196 28,196
GE VERNOVA INC 43,789 43,789
GEORGIA POWER CO 60,961 60,961
GIVAUDAN SA 7,590 7,590
GLENCORE PLC 29,303 29,303
GRACO INC 14,345 14,345
GRACO INC 6,394 6,394
HALEON PLC ADR 27,196 27,196
HAWKINS INC 4,262 4,262
HDFC BANK LTD. - ADR SPONSORED ADR 53,787 53,787
HEICO CORP CL A 86,583 86,583
HENRY JACK & ASSOC INC COM 18,978 18,978
HERMES INTERNATIONAL 16,616 16,616
HILTON WORLDWIDE HOLDINGS INC 80,143 80,143
HILTON WORLDWIDE HOLDINGS INC 46,247 46,247
HITACHI LIMITED - ADR SPONSORED ADR 58,812 58,812
HOME DEPOT INC 34,410 34,410
HOYA CORP 14,407 14,407
HSBC - ADR SPONSORED ADR 26,118 26,118
HYATT HOTELS CORP 20,842 20,842
IDEXX CORP 24,355 24,355
INDUTRIA DE DISENO TEXTIL, S.A. (INDITEX) 25,311 25,311
ING GROEP N.V. - ADR SPONSORED ADR 11,648 11,648
INSTALLED BUILDING PRODUCTS IN 17,639 17,639
INTEL CORP 48,213 48,213
INTERCONTINENTAL EXCHANGE, INC 33,688 33,688
INTERCONTINENTAL HOTELS GROUP PLC 11,971 11,971
INTESA SANPAOLO-SPON 26,131 26,131
INTUITIVE SURGICAL INC 68,530 68,530
JAMES HARDIE INDUSTRIES PLC 12,678 12,678
JPMORGAN CHASE & CO 91,510 91,510
K.FORCE, INC. 2,628 2,628
KADANT INC 14,251 14,251
KDDI CORPORATION 36,828 36,828
KEYSIGHT TECHNOLOGIES INC 36,168 36,168
KINDER MORGAN INC 51,621 51,621
KKR & CO. INC. 63,230 63,230
KONINKLIJKE KPN N.V. - ADR SPONSORED ADR 15,510 15,510
LAM RESH CORP 59,742 59,742
LANDSTAR SYS INC COM 16,813 16,813
LCI INDUSTRIES 9,101 9,101
LEGRAND 14,617 14,617
LENNAR CORPORATION CLASS A COMMON 24,672 24,672
LENOVO GROUP LTD SP 6,041 6,041
LIBERTY LIVE HOLDINGS INC 7,069 7,069
LIBERTY MEDIA CORP-LIBERTY FOR 11,083 11,083
LIBERTY MEDIA CORP-LIBERTY FOR 21,278 21,278
LIVE NATION ENTERTAINMENT INC 58,283 58,283
LONDON STOCK EXCHANGE GROUP PL ADR 10,455 10,455
LONDON STOCK EXCHANGE GROUP PL ADR 37,693 37,693
LORD ABBETT HIGH YIELD FUND CLASS F3 #8972 604,717 604,717
LOREAL - ADR SPONSORED ADR 17,301 17,301
LPL FINANCIAL HOLDINGS INC 26,431 26,431
LVMH MOET HENNESSY UNSP ADR - ADR SPONSORED ADR 46,449 46,449
MAGNUM ICE CREAM CO BV/THE 13 13
MAGNUM ICE CREAM CO BV/THE 6 6
MANHATTAN ASSOCIATES, INC COM 8,492 8,492
MANULIFE FINANCIAL CORP 45,132 45,132
MARKEL GROUP INC 49,442 49,442
MARSH & MCLENNAN COS INC 35,991 35,991
MARTIN MARIETTA MATLS INC COM 51,058 51,058
MCDONALDS CORP 43,399 43,399
META PLATFORMS INC 102,974 102,974
META PLATFORMS INC 186,145 186,145
MICHELIN (CGDE) ADR 17,502 17,502
MICROSOFT CORP 240,843 240,843
MICROSOFT CORP 348,690 348,690
MITSUBISHI ELECTRIC CORPORATION 30,566 30,566
MITSUBISHI HEAVY INDUSTRIES LT ADR 7,342 7,342
MITSUBISHI UFJ FINL GROUP INC 22,585 22,585
MIZUHO FINL GROUP INC 35,136 35,136
MOELIS & CO 17,048 17,048
MONDAY.COM LTD 30,545 30,545
MONDELEZ INTERNATIONAL INC 23,954 23,954
MOODYS CORP 11,750 11,750
MORGAN STANLEY 35,544 35,544
MORGAN STANLEY COM 51,484 51,484
MOTOROLA SOLUTIONS, INC. 40,632 40,632
MSCI INC 32,129 32,129
MTU AERO ENGINES AG 10,213 10,213
NATIONAL GRID PLC 41,692 41,692
NATWEST GROUP PLC 72,870 72,870
NATWEST GROUP PLC 28,560 28,560
NESTLE S.A. REGISTERED SHARES - ADR SPONSORED ADR 26,671 26,671
NETFLIX INC 44,067 44,067
NETFLIX INC 28,128 28,128
NEUROCRINE BIOSCIENCES INC COM 43,542 43,542
NEW LINDE PLC 52,020 52,020
NEXTERA ENERGY CAPITAL 40,994 40,994
NOMURA RESEARCH INSTITUTE LTD 9,936 9,936
NOVO NORDISK A/S - ADR SPONSORED ADR 18,724 18,724
NOVONESIS (NOVOZYMES) B ADR 12,279 12,279
NUCOR CORP 40,836 40,836
NVIDIA CORP COM 63,597 63,597
NVIDIA CORP COM 612,839 612,839
OKTA INC 39,344 39,344
ORACLE CORPORATION 31,770 31,770
O'REILLY AUTOMOTIVE INC 30,260 30,260
O'REILLY AUTOMOTIVE INC 69,320 69,320
PALO ALTO NETWORKS INC 57,655 57,655
PERIMETER SOLUTIONS INC 13,325 13,325
PERNOD RICARD SA ADR 22,158 22,158
PGIM HIGH YIELD FUND CLASS Q #1067 400,826 400,826
PRIMERICA INC 26,611 26,611
PROCORE TECHNOLOGIES INC 9,965 9,965
PRYSMIAN S.P.A. 20,552 20,552
QIAGEN NV 15,155 15,155
RBC BEARINGS INC 18,834 18,834
REGIONS FINL CORP NEW COM 30,840 30,840
RELX PLC 15,158 15,158
RIGHTMOVE PLC 11,033 11,033
RIO TINTO PLC - ADR SPONSORED ADR 30,571 30,571
RLI CORP COM 16,443 16,443
ROCHE HOLDINGS LTD - ADR SPONSORED ADR 71,528 71,528
ROCHE HOLDINGS LTD - ADR SPONSORED ADR 10,469 10,469
ROPER TECHNOLOGIES, INC. 32,049 32,049
ROSS STORES INC 11,529 11,529
ROYAL BANK OF CANADA 40,278 40,278
RTX CORP 58,321 58,321
RYAN SPECIALTY HOLDINGS INC 8,519 8,519
RYANAIR HOLDINGS PLC 19,852 19,852
RYANAIR HOLDINGS PLC 12,489 12,489
S&P GLOBAL INC 41,285 41,285
SAFRAN SA 23,242 23,242
SALESFORCE INC 33,379 33,379
SALESFORCE INC 70,466 70,466
SANOFI-AVENTIS 36,830 36,830
SAP SE 8,988 8,988
SAP SE 31,092 31,092
SCHNEIDER ELECTRIC SE. 23,512 23,512
SCHNEIDER ELECTRIC SE. 58,725 58,725
SEA LIMITED 23,728 23,728
SERVICENOW INC 49,021 49,021
SEVEN & I HOLDINGS CO., LTD 12,292 12,292
SHIN-ETSU CHEMICAL CO 15,004 15,004
SHOPIFY INC - A W/I 9,658 9,658
SIEMENS ENERGY AG ADR 34,617 34,617
SIKA AG 9,786 9,786
SIMON PROPERTY GROUP LP 39,782 39,782
SIMPSON MFG INC COM 26,804 26,804
SOFTBANK GROUP CORP 10,546 10,546
SONY GROUP CORP 31,155 31,155
SONY GROUP CORP 30,822 30,822
SPOTIFY TECHNOLOGY S.A. 42,973 42,973
STARBUCKS CORP COM 22,147 22,147
SUNCOR ENERGY INC NEW F 58,600 58,600
SUZUKI MOTOR CORPORATION 10,170 10,170
SYMRISE AG 24,325 24,325
TAIWAN SEMICONDUCTOR MANUFACTU - ADR SPONSORED ADR 67,464 67,464
TAIWAN SEMICONDUCTOR MANUFACTU - ADR SPONSORED ADR 26,742 26,742
TE CONNECTIVITY PLC 35,947 35,947
TECHTRONIC INDUSTRIES COMPANY - ADR SPONSORED ADR 19,059 19,059
TENCENT HOLDIGNS LIMITED 24,113 24,113
TERUMO CORPORATION 13,021 13,021
TESCO PLC 26,050 26,050
THALES SA ADR 9,996 9,996
THERMO FISHER SCIENTIFIC INC 45,197 45,197
TOAST INC 7,493 7,493
TOKYO ELECTRON LIMITED 16,221 16,221
TOKYO ELECTRON LIMITED 19,109 19,109
TORO CO 22,908 22,908
TORONTO DOMINION BK ONT COM NEW 37,115 37,115
TORONTO-DOMINION BANK 39,922 39,922
TOTALENERGIES SE 41,803 41,803
TOTALENERGIES SE 54,822 54,822
TOYOTA MOTOR CORPORATION - ADR SPONSORED ADR 20,978 20,978
TRACTOR SUPPLY CO COM 34,157 34,157
TRADE DESK INC/THE 29,533 29,533
TRANSDIGM GROUP INC COM 83,781 83,781
TRANSDIGM GROUP INC COM 54,524 54,524
TYLER TECHNOLOGIES INC 26,783 26,783
UBER TECHNOLOGIES INC 40,610 40,610
UBER TECHNOLOGIES INC 57,197 57,197
UBS GROUP AG 57,471 57,471
UCB SA 19,147 19,147
UFP INDUSTRIES INC 13,202 13,202
ULTA BEAUTY, INC 56,871 56,871
UNILEVER PLC ADR 29,009 29,009
UNILEVER PLC ADR 23,951 23,951
UNION PACIFIC CORP 30,534 30,534
UNITEDHEALTH GROUP INC 39,943 39,943
VEEVA SYSTEMS INC 33,931 33,931
VERALTO CORP 2,993 2,993
VERISK ANALYTICS INC 8,053 8,053
VERTEX PHARMACEUTICALS INC COM 50,323 50,323
VERTIV HOLDINGS LLC 52,815 52,815
VIRGINIA ELEC & POWER CO 60,717 60,717
VISA INC-CLASS A SHRS 108,019 108,019
VISA INC-CLASS A SHRS 54,009 54,009
VULCAN MATERIALS COMPANY 75,013 75,013
WALMART INC 32,977 32,977
WALMART INC 42,893 42,893
WASTE CONNECTIONS, INC. 14,204 14,204
WASTE MANAGEMENT INC 39,108 39,108
WATERS CORP 14,054 14,054
WATTS WATER TECHNOLOGIES INC 24,842 24,842
WIX.COM LTD 4,259 4,259
WOLTERS KLUWER NV - ADR SPONSORED ADR 10,149 10,149
XPO INC 62,519 62,519
XYLEM INC/NY 39,901 39,901
ZAI LAB LTD ADR 3,634 3,634

TY 2025 InvestmentsGovtObligationsSch
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
US Government Securities - End of Year Book Value:

1,879,411
US Government Securities - End of Year Fair Market Value:

1,879,411
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FED HOME LN MTG CORP POOL #RR0024 FMV 47,816 47,816
ISHARES BITCOIN TRUST ETF FMV 250,335 250,335
ISHARES GOLD TRUST ETF FMV 445,380 445,380
ISHARES MSCI EMERGING MARKETS ETF FMV 1,570,779 1,570,779
ISHARES RUSSELL 2000 ETF FMV 232,129 232,129
ISHARES SILVER TRUST FMV 420,856 420,856
SPDR S&P 500 ETF FMV 550,991 550,991
SPDR S&P MID CAP 400 ETF FMV 651,542 651,542
VANGUARD TOTAL INTL BOND INDEX ETF FMV 299,044 299,044

TY 2025 LegalFeesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,304 0   2,304


TY 2025 OtherAssetsSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAX 4,390 12,898 12,898


TY 2025 OtherDecreasesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Description Amount
UNREALIZED DEPRECIATION IN FAIR VALUE OF INVESTMENTS 2,211,179


TY 2025 OtherExpensesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES & CHARGES 165 0   165
FILING FEES 704 0   704
DUES AND SUBSCRIPTIONS 1,284 0   1,284
OTHER BUSINESS EXPENSES 608 0   608


TY 2025 OtherIncreasesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Description Amount
DEFERRED EXCISE TAX BENEFIT 55,710
NON-TAXABLE GAIN ON APPRECIATED SHARES OF DONATED VNB STOCK 274,551


TY 2025 OtherLiabilitiesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX PAYABLE 69,730 14,020


TY 2025 OtherProfessionalFeesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE 44,617 44,617   0


TY 2025 TaxesSchedule
Name:
ORITANI CHARITABLE FOUNDATION
EIN:
20-5692529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX EXPENSE 91,492 0   0
FOREIGN TAX EXPENSE 3,551 0   0