2026-06-23T09:01:33-05:00 2025-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FL PITTSBURGH PA 15219 990PF 2025-01-01 316671181 HOLT FOUNDATION IM HOLT 9087193313 PO BOX 700 BEDMINSTER NJ 07921 - CO-TRUSTEE 9087193313 2026-06-23 true ALLISON J VALENTY P00963824 4123556000 2026-06-23 X 2025 2025-03-06 01:10:19Z X 4067759 109703 78267 78267 794513 1246299 794513 0 982483 872780 0 0 0 0 0 0 1500 0 0 1500 36852 36852 0 0 2152 41 0 0 0 0 0 0 0 40504 36893 0 1500 177000 177000 217504 36893 0 178500 764979 835887 0 10296 504161 504247 0 0 0 1070572 652482 2646829 913060 916683 278651 0 1359519 2069703 4067759 0 X 1359519 2069703 1359519 2069703 1359519 2069703 1359519 764979 2074 2126572 56869 2069703 579. BERSHIRE HATHAWAY INC. 2024-03-07 2025-03-07 286299 213998 72301 72301 114.148 VANGUARD TOTAL STK MKT IN-ADM 0585 2025-03-07 15749 8264 7485 7485 319.617 VANGUARD TOTAL STK MKT IN-ADM 0585 2025-03-07 44098 9810 34288 34288 5364.597 VANGUARD TOTAL STK MKT IN-ADM 0585 2025-03-07 740153 164653 575500 575500 30000. FHLB 3.000% 7/28/25 2022-04-04 2025-07-28 30000 30000 816.532 VANGUARD TOTAL STK MKT IN-ADM 0585 2009-10-01 2025-09-29 130000 25061 104939 104939 794513 11619 0 11619 0 11619 1969 0 9650 11619 0 0 0 false false false false false false false true true NJ true false true false false true PEAPACK GLADSTONE BANK 9087193313 PO BOX 700 BEDMINSTER NJ 07921 false false false false false false false false false false false false false false false false false false false false false ANN C HOLT 60 MAIN STREET CLINTON NJ 08809 CO-TRUSTEE 1 0 JOHN MATTHEW HOLT 2 FORSGATE TERRACE ANNANDALE NJ 08801 CO-TRUSTEE 1 0 SARA HOLT RUDE 16 FAIRVIEW DRIVE FLEMINGTON NJ 08822 CO-TRUSTEE 1 0 MEGAN JONES-HOLT 2 FORSGATE TERRACE ANNANDALE NJ 08801 CO-TRUSTEE 1 0 PETER J RUDE 16 FAIRVIEW DRIVE FLEMINGTON NJ 08822 CO-TRUSTEE 1 0 JUSTIN M HOLT 2 FORSGATE TERRACE ANNANDALE NJ 08801 CO-TRUSTEE 1 0 TATIANA G HOLT 2 FORSGATE TERRACE ANNANDALE NJ 08801 CO-TRUSTEE 1 0 KATIE J RUDE 16 FAIRVIEW DRIVE FLEMINGTON NJ 08822 CO-TRUSTEE 1 0 PETER C RUDE 16 FAIRVIEW DRIVE FLEMINGTON NJ 08822 CO-TRUSTEE 1 0 NONE 0 NONE 0 3236505 762032 0 3998537 0 0 3998537 59978 3938559 196928 196928 11619 11619 185309 0 185309 0 185309 178500 0 0 0 0 178500 185309 140490 0 0 0 0 0 0 0 178500 140490 0 0 38010 0 0 0 0 0 0 0 0 147299 0 0 0 0 0 0 0 0 JOHN C HOLT ANN HOLT NONE X ANI MEALS PO BOX 32 STANTON NJ 08885 NONE PC GENERAL OPERATING 1000 RARITAN TOWNSHIP FIRE DEPARTMENT 303 S MAIN ST FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 3000 HUNTERDON ART MUSEUM 7 LOWER CENTER ST CLINTON NJ 08809 NONE PC GENERAL OPERATING 3500 NEW JERSEY BEACH BUGGY ASSOCIATION PO BOX 511 SEASIDE PARK NJ 087520511 NONE PC GENERAL OPERATING 4000 TULA VIDA 1113 S ELLWOOD AVE BALTIMORE MD 212244913 NONE PC GENERAL OPERATING 3000 RARITAN HEADWATERS 2121 LARGER CROSS RD FAR HILLS NJ 07931 NONE PC GENERAL OPERATING 3000 HUNTERS HELPING THE HUNGRY PO BOX 587 LEBANON NJ 08833 NONE PC GENERAL OPERATING 1000 FISHERMAN'S MARK 37 MAIN ST LAMBERTVILLE NJ 08530 NONE PC GENERAL OPERATING 15000 HARBOR OF HOPE 3 MAIN ST FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 2000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 NONE PC GENERAL OPERATING 3000 FLEMINGTON AREA FOOD PANTRY 154 NJ-31 FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 15000 ANNANDALE HOSE COMPANY 68 BEAVER AVE ANNANDALE NJ 08801 NONE PC GENERAL OPERATING 3000 PEDALS FOR PROGRESS PO BOX 312 HIGH BRIDGE NJ 08829 NONE PC GENERAL OPERATING 2000 OPEN CUPBOARD FOOD PANTRY PO BOX 5071 CLINTON NJ 08809 NONE PC GENERAL OPERATING 6500 TEAM VELVET 79 OLD CLINTON RD FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 2000 THE RAPTOR TRUST 0390 WHITE BRIDGE RD MILLINGTON NJ 07946 NONE PC GENERAL OPERATING 8000 WOODLANDS WILDLIFE REFUGE 676 COUNTY ROAD 513 PITTSTOWN NJ 08867 NONE PC GENERAL OPERATING 6000 VOLUNTEER GUARDIANSHIP ONE - ON ONE 188 NJ-31 FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 5000 CLINTON SUNRISE ROTARY PO BOX 5435 CLINTON NJ 08809 NONE PC GENERAL OPERATING 8000 FAMILY PROMISE OF HUNTERDON COUNTY 10 E MAIN ST FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 15000 HUNTERDON HOSPICE 215 NJ-31 FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 6000 MEALS ON WHEELS IN HUNTERDON 5 WALTER E FORAN BLVD FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 15000 SHANNON DALEY MEMORIAL FUND PO BOX 1271 WHITEHOUSE STATION NJ 08889 NONE PC GENERAL OPERATING 9500 CLINTON FIRE DEPARTMENT 1 NEW ST CLINTON NJ 08809 NONE PC GENERAL OPERATING 3000 FLEMINGTON-RARITAN EMERGENCY SQUAD 26 NJ-12 FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 3000 FREEDOM HOUSE 3 PAVILLION RD GLEN GARDNER NJ 08826 NONE PC GENERAL OPERATING 5000 ATTITUDES IN REVERSE 61 PRINCETON HIGHTSTOWN RD PRINCETON JCT NJ 08550 NONE PC GENERAL OPERATING 1000 MUSIC IN THE SOMERSET HILLS 88 CLAREMONT RD BERNARDSVILLE NJ 07924 NONE PC GENERAL OPERATING 1000 AMIGOS OF COSTA RICA PO BOX 748 WEST CHESTER PA 19381 NONE PC GENERAL OPERATING 500 HUNTERDON HELPLINE 1 MAPLE AVE FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 9000 ANDERSON HOUSE 528 W 11TH ST ANDERSON IN 46016 NONE PC GENERAL OPERATING 2000 HUNTERDON HISTORICAL SOCIETY 114 MAIN ST FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 2000 11TH HOUR RESCUE PO BOX 2297 WILTON NY 12831 NONE PC GENERAL OPERATING 2000 FLEMINGTON DIY 26 STANGL ROAD FLEMINGTON NJ 08822 NONE PC GENERAL OPERATING 5000 IFOPA PO BOX 800084 KANSAS CITY MO 64180 NONE PC GENERAL OPERATING 1000 SOUTH BRANCH EMERGENCY SERVICES 48 OLD HWY 22 CLINTON NJ 08809 NONE PC GENERAL OPERATING 3000 177000 14 78267 18 794513 872780 872780 false false false false false false false false false false X X 1 ANN HOLT 60 MAIN STREET CLINTON NJ 08809 109703 X X 1 150 SHARES OF MICROSOFT 59897 2025-02-25 TAX PREPARATION FEE (NON-ALLOC 1500 1500 SEE ATTACHED 913060 916683 SEE ATTACHED 652482 2646829 SEE ATTACHED MUTUAL FUND TIMING ADJUSTMENT 527 CONTRIBUTIONS FMV ADJUSTMENT 56200 COST BASIS ADJUSTMENT 142 PY PURCHASE OF ACRRUED INTEREST 2074 OTHER EXPENSE (NON-DEDUCTIBLE 36852 36852 ANN HOLT 60 MAIN STREET CLINTON NJ 08809 FOREIGN TAXES 14 14 0 FEDERAL TAX PAYMENT - PRIOR YE 142 0 0 FEDERAL ESTIMATES - PRINCIPAL 1969 0 0 FOREIGN TAXES ON NONQUALIFIED 27 27 0