Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE HAROLD WETTERBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)89 HEADQUARTERS PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960
A Employer identification number

22-6042915
B Telephone number (see instructions)

(973) 993-1743
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,938,801J 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 bullet Sch. B .............
3 Interest on savings and temporary cash investments 34 34  
4 Dividends and interest from securities... 16,702 16,702  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 181,403
b Gross sales price for all assets on line 6a 892,144
7 Capital gain net income (from Part IV, line 2)... 181,403
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........ 198,139 198,139  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 0   15,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 6,530 980   5,550
b Accounting fees (attach schedule)....... Click to see attachment 11,950 9,560   2,390
c Other professional fees (attach schedule).... Click to see attachment 25,498 25,498   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,857 58   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 696 0   696
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,740 0   1,740
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,271 36,096   25,376
25 Contributions, gifts, grants paid....... 180,000 180,000
26 Total expenses and disbursements. Add lines 24 and 25 246,271 36,096   205,376
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,132
b Net investment income (if negative, enter -0-) 162,043
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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.............      
2 Savings and temporary cash investments......... 137,465 80,474 80,474
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,937,900 Click to see attachment1,858,327 1,858,327
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,075,365 1,938,801 1,938,801
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 2,075,365 1,938,801
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,075,365 1,938,801
31 Total liabilities and net assets/fund balances (see instructions). 2,075,365 1,938,801
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,075,365
2
Enter amount from Part I, line 27a .....................
2
-48,132
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,027,233
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
88,432
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,938,801
Form 990-PF (2015)
Form 990-PF (2015)
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 FMC TECHNOLOGIES INC. P 2014-06-11 2015-01-27
b FMC TECHNOLOGIES INC. P 2014-11-24 2015-01-27
c PRECISION CASTPARTS CORP. P 2014-04-07 2015-01-21
d PRECISION CASTPARTS CORP. P 2014-04-07 2015-01-23
e PRECISION CASTPARTS CORP. P 2014-06-11 2015-01-23
PRECISION CASTPARTS CORP. P 2014-09-05 2015-01-23
PRECISION CASTPARTS CORP. P 2014-11-24 2015-01-23
SKYWORKS SOLUTIONS INC. P 2014-08-01 2015-01-12
AFFILIATED MANAGERS GROUP P 2012-02-08 2015-01-06
CELGENE CORP. P 2013-03-12 2015-01-12
FMC TECHNOLOGIES INC. P 2013-10-31 2015-01-27
GOOGLE INC. CL A P 2013-01-18 2015-01-30
GOOGLE INC. CL A P 2013-04-03 2015-01-30
PRICELINE GROUP INC. P 2012-01-24 2015-01-06
PRICELINE GROUP INC. P 2012-01-24 2015-01-12
VISA INC. P 2011-12-12 2015-01-23
MONSTER BEVERAGE CORP. P 2014-02-03 2015-02-03
SANDISK CORP. P 2014-08-20 2015-02-26
SANDISK CORP. P 2014-10-15 2015-02-26
BIOGEN IDEC INC. P 2011-12-28 2015-02-03
BIOGEN IDEC INC. P 2012-04-17 2015-02-03
CELGENE CORP. P 2013-03-12 2015-02-03
TRACTOR SUPPLY CO. P 2012-05-29 2015-02-26
ADVANCE AUTO PARTS P 2014-10-02 2015-04-22
BIOGEN IDEC INC. P 2014-11-24 2015-04-22
MICHAEL KORS HOLDINGS LTD P 2014-07-25 2015-04-06
ALLIANCE DATA SYSTEMS P 2013-05-23 2015-04-06
AMAZON.COM INC. P 2009-05-26 2015-04-06
BIOGEN IDEC INC. P 2012-04-17 2015-04-22
MICHAEL KORS HOLDINGS LTD P 2013-03-14 2015-04-06
MICHAEL KORS HOLDINGS LTD P 2013-05-10 2015-04-06
MICHAEL KORS HOLDINGS LTD P 2013-07-23 2015-04-06
MICHAEL KORS HOLDINGS LTD P 2013-10-16 2015-04-06
PRICELINE GROUP INC. P 2012-01-24 2015-04-06
PRICELINE GROUP INC. P 2012-12-18 2015-04-06
SCHWAB CHARLES CORP. P 2013-05-16 2015-04-06
GOOGLE INC. CL C P 2015-05-01 2015-05-01
SOUTHWEST AIRLINES CO. P 2015-02-03 2015-05-26
SOUTHWEST AIRLINES CO. P 2015-03-09 2015-05-26
EOG RESOURCES INC. P 2014-12-08 2015-06-12
EOG RESOURCES INC. P 2014-12-08 2015-06-23
SKYWORKS SOLUTIONS INC. P 2014-08-01 2015-06-04
GILEAD SCIENCES INC. P 2013-05-15 2015-06-12
ADVANCE AUTO PARTS P 2014-10-02 2015-07-09
ALIBABA GRP HOLDINGS ADR P 2014-10-15 2015-07-09
CENTENE CORP. P 2015-07-27 2015-07-09
COSTCO WHSL CORP. P 2015-04-06 2015-07-09
DELPHI AUTOMOTIVE PLC P 2015-04-06 2015-07-09
EOG RESOURCES INC. P 2014-12-08 2015-07-09
EOG RESOURCES INC. P 2014-12-08 2015-07-10
EOG RESOURCES INC. P 2015-02-03 2015-07-10
EOG RESOURCES INC. P 2015-04-22 2015-07-10
IDEXX LABORATORIES INC. P 2015-01-28 2015-07-09
MCGRAW-HILL FINANCIAL INC. P 2015-04-06 2015-07-09
NXP SEMICONDUCTORS NV P 2015-01-12 2015-07-09
SKYWORKS SOLUTIONS INC. P 2014-08-01 2015-07-09
SHERWIN WILLIAMS CO. P 2014-12-08 2015-07-09
ULTA SALON COSMETICS P 2015-04-06 2015-07-09
UNITED RENTALS INC. P 2014-10-22 2015-07-09
UNITED RENTALS INC. P 2014-10-22 2015-07-24
UNITED RENTALS INC. P 2014-11-24 2015-07-24
UNITED RENTALS INC. P 2015-01-23 2015-07-24
ADOBE SYSTEMS INC. P 2013-12-03 2015-07-09
AFFILIATED MANAGERS GROUP P 2012-02-08 2015-07-09
ALEXION PHARMACEUTICALS P 2011-01-21 2015-07-09
ALEXION PHARMACEUTICALS P 2011-03-08 2015-07-09
ALLIANCE DATA SYSTEMS P 2013-05-23 2015-07-09
ALLIANCE DATA SYSTEMS P 2013-05-23 2015-07-16
ALLIANCE DATA SYSTEMS P 2013-08-06 2015-07-16
AMAZON.COM INC. P 2009-05-26 2015-07-09
AMAZON.COM INC. P 2010-09-14 2015-07-09
APPLE INC. P 2006-03-30 2015-07-28
CANADIAN RAILWAY LTD P 2013-01-23 2015-07-09
CELGENE CORP. P 2013-03-12 2015-07-09
CELGENE CORP. P 2012-08-30 2015-07-09
FACEBOOK INC. P 2013-08-21 2015-07-09
GILEAD SCIENCES INC. P 2013-05-15 2015-07-09
GOOGLE INC. CL C P 2013-01-18 2015-07-09
GOOGLE INC. CL A P 2013-04-03 2015-07-09
MONSTER BEVERAGE CORP. P 2014-02-03 2015-07-09
PRICELINE GROUP INC. P 2012-12-18 2015-07-09
SCHWAB CHARLES CORP. P 2013-05-16 2015-07-09
STAR P 2012-04-30 2015-07-09
TRACTOR SUPPLY CO. P 2012-05-29 2015-07-09
VMWARE INC. P 2014-01-17 2015-07-09
VISA INC. P 2011-12-12 2015-07-09
ALIBABA GRP HOLDINGS ADR P 2014-10-15 2015-08-25
ALIBABA GRP HOLDINGS ADR P 2015-01-30 2015-08-25
ALIBABA GRP HOLDINGS ADR P 2015-08-05 2015-08-25
VMWARE INC. P 2014-11-24 2015-08-07
VMWARE INC. P 2015-02-26 2015-08-07
APPLE INC. P 2006-03-30 2015-08-05
SCHWAB CHARLES CORP. P 2013-05-16 2015-08-12
VMWARE INC. P 2014-01-17 2015-08-07
VMWARE INC. P 2014-04-08 2015-08-07
ADVANCE AUTO PARTS P 2014-10-02 2015-09-14
ADVANCE AUTO PARTS P 2014-10-02 2015-09-15
ADVANCE AUTO PARTS P 2014-10-22 2015-09-15
ADVANCE AUTO PARTS P 2014-11-24 2015-09-15
COSTCO WHSL CORP. P 2015-01-06 2015-09-28
MCGRAW-HILL FINANCIAL INC. P 2015-04-06 2015-09-22
MCGRAW-HILL FINANCIAL INC. P 2015-05-28 2015-09-22
MCGRAW-HILL FINANCIAL INC. P 2015-06-23 2015-09-22
SHERWIN WILLIAMS CO. P 2014-12-08 2015-09-22
SHERWIN WILLIAMS CO. P 2014-12-08 2015-09-28
STAR P 2012-04-30 2015-10-14
PRICELINE GROUP INC. P 2012-12-18 2015-11-16
PRICELINE GROUP INC. P 2013-01-18 2015-11-16
SKYWORKS SOLUTIONS INC. P 2014-08-01 2015-11-16
FMC TECHNOLOGIES INC. P 2015-03-24 2015-12-14
GOOGLE INC. CL A P 2015-05-01 2015-05-04
PRECISION CASTPARTS CORP. P 2015-01-16 2015-10-27
TARGET CORP. P   2015-01-20
TOWERS WATSON & CO. P   2015-07-10
MEDTRONIC INC. P 2015-01-27 2015-01-27
APPLE INC. P   2015-06-05
BROADCOM CORP. P 2013-07-23 2015-06-05
CABLEVISION SYSTEMS INC. P   2015-09-17
CAMERON INTERNATIONAL CORP. P   2015-12-04
CITRIX SYSTEMS INC. P   2015-07-29
EMC CORP. P   2015-11-05
FMC TECHNOLOGIES INC. P   2015-12-14
ISIS PHARMACEUTICALS P 2012-12-04 2015-06-05
PRECISION CASTPARTS CORP. P   2015-10-27
QUALCOMM INC. P   2015-03-10
RED HAT INC. P   2015-05-04
TOWERS WATSON & CO. P   2015-07-08
VISA INC. P 2011-03-07 2015-12-09
COVIDIEN P 2013-10-24 2015-01-27
AMAZON.COM INC. P 2006-08-01 2015-05-28
AMAZON.COM INC. P 2006-08-01 2015-11-06
BIOGEN IDEC INC. P 2006-05-19 2015-03-09
CVS HEALTH CORP. P 2008-10-22 2015-03-09
CABLEVISION SYSTEMS INC. P   2015-09-17
DISNEY WALT CO. P 2006-05-19 2015-11-06
DIRECTV P 2008-03-27 2015-01-26
HOME DEPOT INC. P   2015-06-05
PALL CORP. P 2006-05-19 2015-05-18
SCHLUMBERGER P   2015-07-01
UNITED HEALTH GROUP P   2015-06-05
VERTEX PHARMACEUTICALS P   2015-06-05
ACTAVIS PLC P 2006-05-19 2015-06-05
COVIDIEN P 2006-05-19 2015-01-27
OPPENHEIMER INTL BD FD CL Y P   2015-06-04
OPPENHEIMER INTL BD FD CL Y P   2015-06-04
VANGUARD MID CAP P 2012-03-06 2015-06-04
JP MORGAN TR I US LARGE CAP P 2010-06-24 2015-06-04
OPPENHEIMER INTL BD FD CL Y P   2015-06-04
CAPITAL GAINS DIVIDENDS P    
(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 5,691   8,924 -3,233
b 342   510 -168
c 20,463   24,816 -4,353
d 419   506 -87
e 6,283   8,126 -1,843
7,331   8,504 -1,173
210   239 -29
3,330   2,414 916
6,771   3,669 3,102
8,441   4,100 4,341
23,144   31,362 -8,218
9,716   6,373 3,343
1,080   818 262
6,510   3,136 3,374
6,246   3,135 3,111
8,540   3,201 5,339
4,648   2,696 1,952
22,826   28,488 -5,662
7,899   8,266 -367
1,966   554 1,412
3,145   1,035 2,110
1,288   626 662
6,313   3,297 3,016
10,452   9,117 1,335
420   307 113
5,407   7,063 -1,656
7,397   4,497 2,900
6,373   1,340 5,033
38,655   11,907 26,748
2,608   2,432 176
11,132   10,642 490
6,679   6,749 -70
6,997   8,300 -1,303
4,740   2,091 2,649
4,740   2,563 2,177
8,949   5,771 3,178
113     113
18,095   21,855 -3,760
9,977   12,128 -2,151
2,146   2,114 32
14,115   14,004 111
6,274   3,097 3,177
5,417   2,631 2,786
4,863   3,964 899
3,897   4,195 -298
4,768   4,831 -63
5,731   5,831 -100
4,698   5,076 -378
4,208   4,316 -108
8,569   8,895 -326
3,987   4,536 -549
13,150   15,170 -2,020
4,364   5,639 -1,275
4,255   4,378 -123
2,628   2,333 295
4,144   2,309 1,835
6,967   6,231 736
5,610   5,367 243
3,533   4,594 -1,061
13,328   22,115 -8,787
193   347 -154
4,507   6,207 -1,700
8,482   5,983 2,499
5,918   3,022 2,896
2,632   601 2,031
3,760   1,008 2,752
5,331   3,238 2,093
23,578   14,031 9,547
10,580   7,273 3,307
5,239   946 4,293
2,619   886 1,733
14,504   1,058 13,446
5,426   3,920 1,506
10,432   5,067 5,365
6,523   3,515 3,008
8,717   3,950 4,767
9,003   4,518 4,485
6,278   4,235 2,043
2,188   1,636 552
7,633   3,842 3,791
4,510   2,563 1,947
6,589   3,924 2,665
9,924   5,298 4,626
7,034   3,669 3,365
4,258   5,136 -878
9,161   3,298 5,863
13,037   16,179 -3,142
5,656   7,369 -1,713
8,070   9,346 -1,276
766   761 5
5,705   5,707 -2
10,517   816 9,701
8,428   4,828 3,600
18,989   22,025 -3,036
5,109   6,545 -1,436
4,550   3,436 1,114
15,673   11,892 3,781
8,707   7,024 1,683
1,045   869 176
7,615   7,538 77
9,543   10,945 -1,402
6,362   7,403 -1,041
7,180   8,311 -1,131
9,005   9,471 -466
4,854   5,483 -629
5,083   2,490 2,593
2,528   1,282 1,246
8,848   4,736 4,112
5,715   3,989 1,726
175   223 -48
6     6
230   195 35
2,365   1,836 529
515   422 93
19   19 0
645   277 368
706   402 304
1,869   825 1,044
1,373   1,157 216
678   588 90
1,569   1,455 114
750   1,329 -579
650   90 560
1,609   1,651 -42
1,235   946 289
150   92 58
1,415   1,191 224
1,405   354 1,051
326   193 133
427   26 401
1,316   52 1,264
1,243   136 1,107
205   57 148
1,639   653 986
578   151 427
1,283   292 991
667   166 501
2,601   631 1,970
424   280 144
1,275   481 794
759   161 598
914   344 570
1,523   451 1,072
467   476 -9
3,382   3,613 -231
35,112   21,325 13,787
10,000   5,753 4,247
10,612   11,649 -1,037
10,035     10,035
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       -3,233
b       -168
c       -4,353
d       -87
e       -1,843
      -1,173
      -29
      916
      3,102
      4,341
      -8,218
      3,343
      262
      3,374
      3,111
      5,339
      1,952
      -5,662
      -367
      1,412
      2,110
      662
      3,016
      1,335
      113
      -1,656
      2,900
      5,033
      26,748
      176
      490
      -70
      -1,303
      2,649
      2,177
      3,178
      113
      -3,760
      -2,151
      32
      111
      3,177
      2,786
      899
      -298
      -63
      -100
      -378
      -108
      -326
      -549
      -2,020
      -1,275
      -123
      295
      1,835
      736
      243
      -1,061
      -8,787
      -154
      -1,700
      2,499
      2,896
      2,031
      2,752
      2,093
      9,547
      3,307
      4,293
      1,733
      13,446
      1,506
      5,365
      3,008
      4,767
      4,485
      2,043
      552
      3,791
      1,947
      2,665
      4,626
      3,365
      -878
      5,863
      -3,142
      -1,713
      -1,276
      5
      -2
      9,701
      3,600
      -3,036
      -1,436
      1,114
      3,781
      1,683
      176
      77
      -1,402
      -1,041
      -1,131
      -466
      -629
      2,593
      1,246
      4,112
      1,726
      -48
      6
      35
      529
      93
      0
      368
      304
      1,044
      216
      90
      114
      -579
      560
      -42
      289
      58
      224
      1,051
      133
      401
      1,264
      1,107
      148
      986
      427
      991
      501
      1,970
      144
      794
      598
      570
      1,072
      -9
      -231
      13,787
      4,247
      -1,037
      10,035
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 2 181,403
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 238,336 2,090,301 0.114020
2013 259,780 2,012,448 0.129087
2012 237,899 2,030,544 0.117160
2011 245,139 2,173,146 0.112804
2010 244,874 2,134,571 0.114718
2
Total of line 1, column (d) .....................
20.587789
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.117558
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,992,757
5
Multiply line 4 by line 3......................
5
234,265
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,620
7
Add lines 5 and 6........................
7
235,885
8
Enter qualifying distributions from Part XII, line 4.............
8
205,376
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,241
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 3,241
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 3,241
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 359
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet359 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletMURPHY HOFFER PA Telephone no.bullet (609) 452-9555

    Located atbullet15 ROSZEL ROADPRINCETONNJ ZIP+4bullet08540
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2015?.............
    1c
     
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-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:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    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
    ALBERT G BESSER PRES/TRUSTEE
    1.00     		5,000 0 0
    3679 STAGECOACH ROAD
    MORRISVILLE,VT05661
    GENE R KORF SEC/TRUSTEE
    2.00     		5,000 0 0
    89 HEADQUARTERS PLAZA NO TOWER 14TH
    FL
    MORRISTOWN,NJ07960
    SAMUEL R HOFFER TREAS/TRUSTEE
    1.00     		5,000 0 0
    15 ROSZEL ROAD
    PRINCETON,NJ08540
    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...................bullet 0
    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.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    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
    1,921,405
    b
    Average of monthly cash balances.......................
    1b
    101,699
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,023,104
    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
    2,023,104
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,347
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,992,757
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    99,638
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    99,638
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,241
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,241
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    96,397
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    96,397
    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 XIII, line 1 ...
    7
    96,397
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    205,376
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    205,376
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    205,376
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 96,397
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 140,789
    b From 2011...... 139,244
    c From 2012...... 139,738
    d From 2013...... 163,308
    e From 2014...... 137,420
    fTotal of lines 3a through e........ 720,499
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 205,376
    a Applied to 2014, but not more than line 2a 0
    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 2015 distributable amount..... 96,397
    e Remaining amount distributed out of corpus 108,979
    5 Excess distributions carryover applied to 2015. 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 5 829,478
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    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
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		140,789
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		688,689
    10 Analysis of line 9:
    a Excess from 2011.... 139,244
    b Excess from 2012.... 139,738
    c Excess from 2013.... 163,308
    d Excess from 2014.... 137,420
    e Excess from 2015.... 108,979
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2015, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    AMERICAN VETERINARY MEDICAL FOUNDAT
    1931 N MEACHAM SUITE 100
    SCHAUMBURG,IL60173
    (800) 248-2862
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETE APPLICATION AND SUBMIT TO THE AMERICAN VETERINARY MEDICAL FOUNDATION. VISIT AVMF.ORG FOR DETAILS
    cAny submission deadlines:
    APPLICATION MUST BE SUBMITTED TO THE AMERICAN VETERINARY MEDICAL FOUNDATION BY MARCH 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST ESTABLISH A CONNECTION TO THE STATE OF NJ IN ONE OR MORE WAYS AS FOLLOWS: (1) CURRENT OR FORMER RESIDENT (2) GRADUATION FROM NJ HIGH SCHOOL (3) GRADUATION OR ATTENDANCE AT A NJ COLLEGE. PREFERENCE IS GIVEN TO STUDENTS WHO HAVE RECEIVED A VETERINARY MEDICAL DEGREE AND ARE CURRENTLY ENROLLED IN A POST-GRADUATE PROGRAM IN VETERINARY MEDICINE, INCLUDING CLINICAL RESIDENCY PROGRAMS, AT AN AAVMC MEMBER INSTITUTION. PREFERENCE WILL ALSO BE GIVEN TO VETERINARY MEDICAL STUDENTS WHO ARE ENROLLED IN THE SECOND OR LATER YEAR OF A DUAL DEGREE PROGRAM DURING THE ACADEMIC YEAR. DUAL DEGREE PROGRAMS INCLUDE DVM/PHD, DVM/MS, AND DVM/MPH OR EQUIVALENT DEGREE. CONSIDERATION WILL BE GIVEN TO STUDENTS WHO ARE CURRENTLY ENROLLED IN A SECOND OR THIRD YEAR OF A PROFESSIONAL DVM CURRICULUM DURING THE ACADEMIC YEAR; STUDENTS CURRENTLY ENROLLED IN FIRST YEAR ARE NOT ELIGIBLE.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GENE KORF ESQ KORF ROSENBLATT
    89 HEADQUARTERS PLAZA NORTH TOWER
    14TH FL
    MORRISTOWN,NJ07960
    (973) 993-1743
    bThe form in which applications should be submitted and information and materials they should include:
    SUBMIT LETTER AND PROPOSAL
    cAny submission deadlines:
    NO DEADLINE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    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
    ALGONQUIN ARTS
    173 MAIN STREET
    MANASQUAN,NJ08736     		  PC GENERAL 3,000
    ALZHEIMER'S ASSOCIATION
    225 NO MICHIGAN AVE
    CHICAGO,IL60601     		  PC GENERAL 1,000
    ALZHEIMER'S ASSOCIATION-GREATER NJ CHAPTER
    400 MORRIS AVENUE STE 251
    DENVILLE,NJ07834     		  PC GENERAL 2,000
    AMERICAN VETERINARY MEDICAL FOUNDATION
    1931 N MEACHAM ROAD
    SCHAUMBURG,IL60173     		  PC GENERAL 5,000
    ASBURY PARK LITTLE LEAGUE INC
    508 7TH AVE APT 1
    ASBURY PARK,NJ07712     		  PC GENERAL 1,000
    ASBURY PARK TOY DRIVE
    PO BOX 1469
    ASBURY PARK,NJ07712     		  PC GENERAL 1,500
    ATLANTIC THEATER COMPANY
    336 W 20TH STREET
    NEW YORK,NY10011     		  PC GENERAL 5,000
    BOYS AND GIRLS CLUB OF MONMOUTH COUNTY
    1201 MONROE AVENUE
    ASBURY PARK,NJ07712     		  PC GENERAL 1,000
    BRAIN & BEHAVIOR FOUNDATION
    90 PARK AVE 16TH FL
    NEW YORK,NY10016     		  PC GENERAL 1,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA
    34TH STREET AND CIVIC CENTER BLVD
    PHILADELPHIA,PA191044399     		  PC GENERAL 1,500
    CONGREGATION BETH SHALOM
    3750 E THIRD STREET
    BLOOMINGTON,IN47401     		  PC GENERAL 1,000
    CORNELL UNIVERSITY (FELLMAN)
    82009 SCHURMAN HALL
    ITHACA,NY14853     		  PC SCHOLARSHIP 12,500
    CORNELL UNIVERSITY COLLEGE OF VETERINARY MEDICINE
    930 CAMPUS ROAD
    ITHACA,NY148536401     		  PC GENERAL 15,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE 2ND FL
    NEW YORK,NY10001     		  PC GENERAL 1,500
    HILTON HEAD HUMANE ASSOCIATION
    PO BOX 21790
    HILTON HEAD,SC29925     		  PC GENERAL 1,000
    INTERFAITH CAREGIVERS TRENTON
    229 LAWRENCE ROAD
    LAWRENCEVILLE,NJ08648     		  PC GENERAL 1,000
    JEWISH COMMUNITY CENTER OF GREATER STOWE
    PO BOX 253
    STOWE,VT056720253     		  PC GENERAL 3,670
    LAFAYETTE COLLEGE
    307 MARKLE HALL
    EASTON,PA18042     		  PC GENERAL 2,000
    LAWRENCE TOWNSHIP EDUCATION FOUNDATION
    PO BOX 6531
    LAWRENCEVILLE,NJ086480531     		  PC GENERAL 750
    METROPOLITAN OPERA ASSOCIATION
    LINCOLN CENTER
    NEW YORK,NY10023     		  PC GENERAL 7,500
    NORTH CAROLINA STATE UNIVERSITY (CHEN)
    BOX 7302
    RALEIGH,NC27695     		  PC SCHOLARSHIP 15,000
    OCEAN GROVE FIRE DEPARTMENT
    OLIN ST CENTRAL AVE
    OCEAN GROVE,NJ07756     		  PC GENERAL 1,000
    OHIO STATE UNIVERSITY (DIANA)
    281 WEST LANE AVE 2ND FL
    COLUMBUS,OH43210     		  PC SCHOLARSHIP 7,500
    PLAY WITH JACK FOUNDATION
    254 24TH STREET
    AVALON,NJ08202     		  PC GENERAL 1,000
    PRINCETON AREA COMMUNITY FOUNDATION
    15 PRINCESS ROAD
    LAWRENCEVILLE,NJ08648     		  PC GENERAL 1,000
    ROUNDABOUT THEATER COMPANY
    231 W 39TH ST
    NEW YORK,NY10018     		  PC GENERAL 15,000
    SUSQUEHANNA UNIVERSITY
    514 UNIVERSITY AVE
    SELLINSGROVE,PA17870     		  PC GENERAL 750
    THE STARLIGHT CHILDREN'S FOUNDATION
    1560 BROADWAY
    NEW YORK,NY10036     		  PC GENERAL 5,000
    TRENTON AREA SOUP KITCHEN
    PO BOX 872
    TRENTON,NJ08605     		  PC GENERAL 2,000
    UNIVERSITY OF MICHIGAN (DREW O'DONOGHUE FUND)
    3003 SOUTH STATE ST STE 9000
    ANN ARBOR,MI48109     		  PC GENERAL 1,000
    UNIVERSITY OF PENNSYLVANIA (GIFFEAR)
    3451 WALNUT STREET
    PHILADELPHIA,PA19104     		  PC SCHOLARSHIP 12,500
    VERMONT COMMUNITY FOUNDATION
    PO BOX 30
    MIDDLEBURY,VT05753     		  PC GENERAL 12,330
    WOMANSPACE INC
    1212 STUYVESANT AVE
    TRENTON,NJ08618     		  PC GENERAL 1,000
    HUGS FOR BRADY FOUNDATION
    4 QUENTIN ROAD
    KENDALL PARK,NJ088241106     		  PC GENERAL 500
    INTERNATIONAL SKI HISTORY ASSOCIATION
    PO BOX 191
    ISHPEMING,MI498490191     		  PC GENERAL 1,000
    LAWRENCEVILLE FIRE CO
    64 PHILLIPS AVENUE
    LAWRENCEVILLE,NJ08648     		  PC GENERAL 1,500
    MAYO PERFORMING ARTS CENTER
    100 SOUTH STREET
    MORRISTOWN,NJ07960     		  PC GENERAL 3,000
    PG CHAMBERS SCHOOL
    15 HALCO DRIVE
    CEDAR KNOLLS,NJ07927     		  PC GENERAL 1,000
    PRINCETON JUNCTION VOLUNTEER FIRE CO
    245 CLARKSVILLE ROAD
    PRINCETON JUNCTION,NJ08550     		  PC GENERAL 500
    US NATIONAL SKISNOWBOARDERS HALL OF FAME
    PO BOX 191
    ISHPEMING,MI498490191     		  PC GENERAL 1,000
    VERMONT HUMANITIES COUNCIL
    11 LOOMIS STREET
    MONTPELIER,VT05602     		  PC GENERAL 1,000
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA024818203     		  PC GENERAL 2,500
    UNIVERSITY OF CALIFORNIA-DAVIS (ROSALIA)
    2100 DUTTON HALL ONE SHIELDS AVE
    DAVIS,CA95616     		  PC SCHOLARSHIP 12,500
    AUTISM FAMILY SERVICES OF NJ
    1 AAA DRIVE STE 203
    TRENTON,NJ086911811     		  PC GENERAL 1,500
    FURMAN UNIVERSITY
    3300 POINSETT HWY
    GREENVILLE,SC296136479     		  PC GENERAL 1,000
    CORNELL UNIVERSITY (BELCHER-TIMME)
    82009 SCHURMAN HALL
    ITHACA,NY14853     		  PC SCHOLARSHIP 10,000
    Total .................................bullet 3a 180,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-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 34  
    4 Dividends and interest from securities....     14 16,702  
    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 ............     		    18 181,403  
    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).. 0 198,139 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13198,139
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    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) of the Code (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) of the Code (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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 11,950 9,560   2,390

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS INC. 52,794 52,794
    ADT CORP 890 890
    AFFILIATED MANAGERS GROUP 23,964 23,964
    AKAMAI TECH INC. 2,421 2,421
    ALEXION PHARMACEUTICALS 39,104 39,104
    ALPS SECTOR DIVIDEND ETF 23,783 23,783
    AMAZON.COM INC. 4,731 4,731
    AMAZON.COM INC. 70,293 70,293
    AMC NETWORKS INC. 747 747
    ANADARKO PETROLEUM CORP. 2,186 2,186
    ANHEUSER BUSCH INBEV ADR 2,125 2,125
    APPLE INC. 1,789 1,789
    APPLE INC. 56,314 56,314
    AUTODESK INC. 2,072 2,072
    BIOGEN IDEC INC. 5,821 5,821
    BIOGEN IDEC INC. 0 0
    BLACKROCK INC. 2,384 2,384
    BRISTOL MYERS SQUIBB 2,408 2,408
    BROADCOM CORP 2,140 2,140
    CAMERON INTERNATIONAL CORP. 948 948
    CANADIAN PACIFIC RAILWAY LTD. 33,814 33,814
    CELGENE CORP. 3,593 3,593
    CELGENE CORP. 56,287 56,287
    CERNER CORP. 31,469 31,469
    CITRIX SYSTEMS INC. 3,026 3,026
    CME GROUP INC. 1,450 1,450
    COCA COLA CO. 2,449 2,449
    COMCAST CORP. 7,336 7,336
    CREE INC. 1,040 1,040
    CVS HEALTH CORP. 3,520 3,520
    DISNEY WALT CO. 2,312 2,312
    DOLBY LABORATORIES INC. 538 538
    EATON CORP PLC 1,353 1,353
    EBAY INC. 1,429 1,429
    FACEBOOK INC. 2,617 2,617
    FACEBOOK INC. 70,018 70,018
    FIRST TR MRNSTR DIV ETF 20,074 20,074
    FLUOR CORP. 1,086 1,086
    FREEPORT-MCMORAN INC. 853 853
    GENERAL ELECTRIC CO. 2,181 2,181
    GILEAD SCIENCES INC. 47,053 47,053
    GOLDMAN RISING DIV INSTL 19,597 19,597
    GOOGLE INC. CL C 0 0
    GOOGLE INC. CL A 0 0
    GOOGLE INC. CL A 0 0
    GRAINGER WW INC. 1,621 1,621
    HOME DEPOT INC. 2,909 2,909
    IMMUNOGEN INC. 624 624
    ISHARES MSCI ACWI EX ETF 4,753 4,753
    JOHNSON & JOHNSON 2,054 2,054
    JP MRGN US L/C CORE PLS 78,117 78,117
    L-3 COMMUNICATIONS HOLDINGS 2,271 2,271
    LIBERTY BROADBAND SER C 156 156
    LIBERTY BROADBAND SER A 52 52
    LIBERTY INTERACTIVE CORP. VENTURES 225 225
    LIBERTY INTERACTIVE CORP. QVC 1,120 1,120
    LIBERTY MEDIA CORP. CL A 275 275
    LIBERTY MEDIA CORP. CL C 533 533
    LINKEDIN CORP. 1,576 1,576
    MICROSOFT CORP. 3,606 3,606
    MONSANTO CO. NEW 1,773 1,773
    MONSTER BEVERAGE CORP. 47,667 47,667
    NASDAQ OMX GROUP 1,803 1,803
    NATIONAL OILWELL VARCO 536 536
    NIKE INC CL B 1,500 1,500
    NOW INC. 380 380
    NUANCE COMMUNICATIONS 835 835
    NUCOR CORP. 1,451 1,451
    PENTAIR PLC 594 594
    PRICELINE.COM INC. 39,523 39,523
    RED HAT INC. 2,484 2,484
    REGENERON PHARM INC. 1,086 1,086
    SANDISK CORP. 2,584 2,584
    SCHLUMBERGER LTD 2,162 2,162
    SCHWAB CHARLES CORP. 36,849 36,849
    SCHWAB CHARLES CORP. 1,712 1,712
    SCHWAB U.S. MIDCAP ETF 6,571 6,571
    SEAGATE TECHNOLOGY PLC 2,456 2,456
    SHERWIN WILLIAMS CO. 36,084 36,084
    SKYWORKS SOLUTIONS INC. 26,814 26,814
    SPDR S&P DIVIDEND ETF 18,613 18,613
    STARBUCKS CORP. 61,651 61,651
    STARZ SER A 301 301
    TE CONNECTIVITY LTD. 2,778 2,778
    TEXAS INSTRUMENTS INC. 1,589 1,589
    THERMO FISHER SCI INC. 2,128 2,128
    THORNBURG INTL VAL FD I 11,365 11,365
    TRACTOR SUPPLY CO. 37,022 37,022
    TWENTY-FIRST CENTURY 1,304 1,304
    TYCO INTERNATIONAL PLC 1,307 1,307
    UNITED PARCEL SERVICE 1,732 1,732
    UNITEDHEALTH GROUP 6,705 6,705
    VANGUARD INDEX FDS S&P 500 ETF 70,099 70,099
    VANGUARD MID-CAP ETF 86,239 86,239
    VERTEX PHARM INC. 1,258 1,258
    VISA INC. 2,869 2,869
    VISA INC. 62,971 62,971
    VMWARE INC. 1,075 1,075
    WEATHERFORD INTL PLC 1,804 1,804
    XILINX INC. 1,550 1,550
    YUM BRANDS INC. 1,461 1,461
    ZOETIS INC. 2,252 2,252
    ALPHABET INC. CL A 24,896 24,896
    ALPHABET INC. CL A 2,334 2,334
    ALPHABET INC. CL C 63,746 63,746
    ALPHABET INC. CL C 3,036 3,036
    CENTENE CORP. 35,274 35,274
    COSTCO WHOLESALE CORP. 34,400 34,400
    DELPHI AUTOMOTIVE PLC 35,492 35,492
    EDWARDS LIFESCIENCE CORP. 28,749 28,749
    ELECTRONIC ARTS INC. 37,933 37,933
    FORTINET INC. 25,653 25,653
    IDEXX LABORATORIES INC. 28,074 28,074
    NXP SEMICONDUCTORS NV 33,868 33,868
    O'REILLY AUTOMOTIVE INC. 31,424 31,424
    SALESFORCE.COM 28,067 28,067
    ULTA SALON COSMETICS & FRAGRANCE 43,475 43,475
    SCHWAB STRATEGIC TR US SMALL CAP 22,501 22,501
    FRANKLIN MUTUAL GLOBAL DISCOVERY FD 22,895 22,895
    AETNA INC. 1,514 1,514
    ALLERGAN PLC 4,063 4,063
    AMERICAN EXPRESS CO. 1,669 1,669
    DISCOVERY COMMUNICATIONS INC. 907 907
    ECOLAB INC. 1,144 1,144
    IONIS PHARMACEUTICALS 619 619
    MEDTRONIC PLC 1,231 1,231
    PAYPAL HOLDINGS INC. 1,882 1,882
    ROCKWELL COLLINS 1,200 1,200
    TWITTER INC. 1,273 1,273
    WESTERN DIGITAL CORP. 1,261 1,261
    NIKE INC CL B 35,500 35,500
    ADOBE SYSTEMS INC. 1,409 1,409

    TY 2015 LegalFeesSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL ADVICE 6,530 980   5,550


    TY 2015 OtherDecreasesSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Description Amount
    UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 88,432


    TY 2015 OtherExpensesSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DIRECTOR'S INSURANCE 1,740 0   1,740


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVICE/MANAGEMENT 25,498 25,498   0


    TY 2015 TaxesSchedule
    Name:
    THE HAROLD WETTERBERG FOUNDATION
    EIN:
    22-6042915
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 58 58   0
    FEDERAL EXCISE TAX 4,799 0   0