Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,602,842J 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 right arrow.............
3 Interest on savings and temporary cash investments 741 741  
4 Dividends and interest from securities... 9,234 9,234  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,145
b Gross sales price for all assets on line 6a 468,369
7 Capital gain net income (from Part IV, line 2)... 77,145
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........ 87,120 87,120  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,639 696   3,910
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,010 9,608   2,402
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,322 12,322   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5 5   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......       33
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,976 22,631   26,345
25 Contributions, gifts, grants paid....... 147,500 147,500
26 Total expenses and disbursements. Add lines 24 and 25 196,476 22,631   173,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -109,356
b Net investment income (if negative, enter -0-) 64,489
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 95,775 110,532 110,532
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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
10,065 		10,065
b Investments—corporate stock (attach schedule)....... 1,202,960 Click to see attachment
List of Attached Documents:
// Content
1,482,245 		1,482,245
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,298,735 1,602,842 1,602,842
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,298,735 1,602,842
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 1,298,735 1,602,842
30 Total liabilities and net assets/fund balances (see instructions). 1,298,735 1,602,842
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
1,298,735
2
Enter amount from Part I, line 27a .....................
2
-109,356
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
413,463
4
Add lines 1, 2, and 3 ..........................
4
1,602,842
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,602,842
Form 990-PF (2023)
Form 990-PF (2023)
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 ALPS TRUST SECTOR DIVIDEND ETF P 2014-10-27 2023-09-19
b JP MORGAN US LARGE CAP CORE P   2023-06-12
c SPDR S&P DIVIDEND ETF P 2023-04-17 2023-06-12
d SCHWAB STRATEGIC US SMALL CAP ETF P   2023-04-18
e VANGUARD S&P 500 INDEX FDS EFT P 2012-06-28 2023-06-12
VANGUARD MID CAP ETF P 2012-05-30 2023-06-12
JP MORGAN US LARGE CAP CORE P   2023-06-12
CROWDSTRIKE HLDGS INC. P   2023-01-18
INTUITIVE SURGICAL INC. P 2023-01-31 1989-07-06
INTUITIVE SURGICAL INC. P 2023-01-31 2023-08-09
NIKE INC. P 2023-01-18 2023-08-15
PAYPAL HOLDINGS INC. P   2023-05-25
QUANTA SVCS INC. P 2023-05-05 2023-07-06
UNITEDHEALTH GROUP INC P 2022-11-17 2023-07-12
ON HOLDING AG NAMEN AKT P 2023-05-26 2023-07-06
ADOBE SYSTEMS INC. P 2020-03-25 2023-07-06
AIRBNB INC P 2021-03-03 2023-01-31
AIRBNB INC P 2021-04-12 2023-01-31
AIRBNB INC P 2021-04-12 2023-07-06
AIRBNB INC P 2021-05-18 2023-07-06
ALPHABET INC. CL C P   2023-01-05
ALPHABET INC. CL C P 2015-07-28 2023-07-06
AMAZON.COM INC. P 2013-07-18 2023-02-22
AMAZON.COM INC. P 2013-07-18 2023-07-06
ARISTA NETWORKS INC. P 2022-03-09 2023-03-17
ARISTA NETWORKS INC. P 2022-03-09 2023-07-06
ARISTA NETWORKS INC. P 2022-03-15 2023-07-06
ARISTA NETWORKS INC. P 2022-03-15 2023-08-18
ARISTA NETWORKS INC. P 2022-03-15 2023-12-26
ARISTA NETWORKS INC. P 2022-03-16 2023-12-26
BLACKSTONE GROUP INC., P 2022-02-10 2023-03-13
BLACKSTONE GROUP INC., P 2022-03-09 2023-03-13
BLACKSTONE GROUP INC., P 2022-03-09 2023-07-06
BLACKSTONE GROUP INC., P 2022-03-22 2023-07-06
BROADCOM INC. P 2022-03-30 2023-08-09
CDW CORP. P 2022-01-10 2023-02-22
CDW CORP. P 2022-01-10 2023-04-19
CDW CORP. P 2022-01-20 2023-04-19
CDW CORP. P   2023-06-16
CADENCE DESIGN SYSTEMS INC. P 2020-10-02 2023-07-06
COSTAR GROUP INC. P 2019-06-20 2023-01-18
COSTAR GROUP INC. P 2019-07-16 2023-01-18
COSTAR GROUP INC. P 2019-07-16 2023-07-06
COSTAR GROUP INC. P 2019-07-16 2023-07-21
COSTAR GROUP INC. P 2019-07-16 2023-08-09
CROWDSTRIKE HLDGS INC. P   2023-01-18
DEXCOM INC. P   2023-07-06
META PLATFORMS INC. P 2018-09-21 2023-07-06
META PLATFORMS INC. P 2018-09-21 2023-08-09
META PLATFORMS INC. P 2018-09-21 2023-08-18
LULULEMON ATHLETICA INC. P 2019-08-08 2023-07-06
LULULEMON ATHLETICA INC. P 2019-08-08 2023-12-11
LULULEMON ATHLETICA INC. P 2019-08-21 2023-12-11
MSCI INC. P 2019-10-03 2023-07-06
MICROSOFT CORP. P 2021-10-05 2023-08-09
MICROSOFT CORP. P 2021-10-05 2023-08-18
MOTOROLA SOLUTIONS INC. P 2021-12-09 2023-08-09
NIKE INC. P 2021-01-19 2023-05-26
NIKE INC. P 2021-01-19 2023-07-06
NIKE INC. P 2021-01-19 2023-07-10
NIKE INC. P 2021-01-26 2023-07-10
NIKE INC. P 2021-01-26 2023-08-09
NIKE INC. P 2021-01-26 2023-08-15
NIKE INC. P 2021-03-15 2023-08-15
NVIDIA CORP. P 2019-06-10 2023-04-24
NVIDIA CORP. P 2019-06-10 2023-07-06
NVIDIA CORP. P 2019-08-21 2023-07-06
O'REILLY AUTOMOTIVE INC. P 2022-01-19 2023-05-26
O'REILLY AUTOMOTIVE INC. P 2022-01-19 2023-07-06
O'REILLY AUTOMOTIVE INC. P 2022-01-26 2023-07-06
PALO ALTO NETWORKS P 2022-04-18 2023-07-06
SERVICENOW INC. P 2018-02-06 2023-04-24
SERVICENOW INC. P 2018-02-06 2023-07-06
SERVICENOW INC. P 2018-10-12 2023-07-06
TRADEDESK INC. P 2021-05-26 2023-02-16
TRADEDESK INC. P 2021-07-30 2023-02-16
TRADEDESK INC. P 2021-07-30 2023-07-06
TRADEDESK INC. P 2022-03-28 2023-07-06
THERMO FISHER SCIENTIFIC INC. P 2021-02-01 2023-05-05
THERMO FISHER SCIENTIFIC INC. P 2021-02-01 2023-07-06
THERMO FISHER SCIENTIFIC INC. P 2021-02-26 2023-07-06
THERMO FISHER SCIENTIFIC INC. P 2021-02-26 2023-08-25
THERMO FISHER SCIENTIFIC INC. P 2021-02-26 2023-10-10
THERMO FISHER SCIENTIFIC INC. P 2021-08-12 2023-10-10
THERMO FISHER SCIENTIFIC INC. P 2021-12-17 2023-10-10
TRACTOR SUPPLY CO. P 2022-04-18 2023-07-06
TRACTOR SUPPLY CO. P 2022-04-18 2023-07-20
TRACTOR SUPPLY CO. P 2022-05-17 2023-11-10
TRACTOR SUPPLY CO. P 2022-06-21 2023-11-10
TRACTOR SUPPLY CO. P 2022-08-10 2023-11-10
UBER TECHNOLOGIES INC. P 2020-12-10 2023-07-06
UBER TECHNOLOGIES INC. P 2020-03-31 2023-07-06
UBER TECHNOLOGIES INC. P 2020-03-31 2023-12-26
UBER TECHNOLOGIES INC. P 2020-05-23 2023-12-26
VEEVA SYSTEMS INC. P 2019-01-14 2023-02-28
VEEVA SYSTEMS INC. P 2019-01-14 2023-07-06
VEEVA SYSTEMS INC. P 2019-07-16 2023-07-06
VISA INC. P 2014-09-05 2023-02-22
VISA INC. P 2014-09-05 2023-08-09
VISA INC. P 2014-09-05 2023-08-18
VISA INC. P 2016-11-14 2023-08-18
ZOETIS INC. P 2018-07-10 2023-07-06
ATLANTA BRAVES HOLDINGS INC. P   2023-07-20
INTEL CORP. P   2023-02-17
LIBERTY MEDIA CORP. P   2023-08-04
PINTEREST INC. P 2023-04-18 2023-12-18
TJX COS. INC. P 2023-05-05 2023-12-18
TESLA INC. P 2022-12-28 2023-06-12
AMC NETWORKS INC. P   2023-05-30
ADOBE SYSTEMS INC. P 2015-08-26 2023-06-12
ADVANCE AUTO PARTS P 2019-05-13 2023-03-06
ADVANCE AUTO PARTS P 2019-05-13 2023-03-16
ADVANCE AUTO PARTS P 2019-07-02 2023-03-16
ADVANCE AUTO PARTS P 2019-07-02 2023-03-22
ADVANCE AUTO PARTS P 2019-09-16 2023-03-22
AMAZON.COM INC. P 2014-04-25 2023-06-12
AMAZON.COM INC. P 2014-04-28 2023-06-12
AMAZON.COM INC. P 2014-04-28 2023-12-18
APPLE INC. P 2014-07-01 2023-12-18
ATLANTA BRAVES HOLDINGS INC. P   2023-07-20
BROADCOM INC. P   2023-06-12
CROWDSTRIKE HLDGS INC. P 2022-01-06 2023-11-14
CROWDSTRIKE HLDGS INC. P 2022-01-06 2023-12-18
DOCUSIGN INC. P 2021-05-07 2023-12-18
DOLBY LABORATORIES INC. P   2023-06-12
DOXIMITY INC. P 2022-03-07 2023-12-18
META PLATFORMS INC. P   2023-06-12
FREEPORT-MCMORAN INC. P 2016-09-12 2023-12-18
HUBSPOT INC. P 2021-09-27 2023-06-12
LAUDER ESTEE COS. INC. P 2022-11-10 2023-12-18
LIBERTY BROADBAND CORP SER C P   2023-06-02
LIBERTY MEDIA CORP SER A P 2014-06-09 2023-06-02
LIBERTY MEDIA CORP SER C P 2014-06-09 2023-06-02
LIBERTY MEDIA CORP LIVE SER C P 2014-06-09 2023-08-04
LIBERTY MEDIA CORP LIVE SER A P 2021-02-10 2023-08-07
LIBERTY MEDIA CORP FORMULA ONE P 2021-02-10 2023-09-12
LYFT INC. P 2021-05-28 2023-03-14
LYFT INC. P   2023-05-22
MATCH GROUP INC. P 2021-08-04 2023-11-02
MATCH GROUP INC. P 2021-08-04 2023-12-18
MICROSOFT CORP. P 2011-07-14 2023-06-12
MICROSOFT CORP. P 2015-03-03 2023-06-12
MICROSOFT CORP. P 2015-03-03 2023-12-18
MONSTER BEVERAGE CORP. P 2020-03-12 2023-09-21
MONSTER BEVERAGE CORP. P 2020-03-18 2023-09-21
MONSTER BEVERAGE CORP. P 2020-03-18 2023-12-18
NIKE INC. P 2021-10-14 2023-12-18
NVIDIA CORP. P 2018-12-12 2023-06-12
PALO ALTO NETWORKS P 2017-04-07 2023-02-17
PALO ALTO NETWORKS P 2017-04-07 2023-06-12
PAYPAL HOLDINGS INC. P 2021-12-13 2023-12-18
RTX CORP. P 2020-02-26 2023-12-18
S&P GLOBAL INC. P   2023-09-21
SALESFORCE INC. P   2023-02-17
SEA LTD SPON ADR P   2023-08-24
SPLUNK INC. P   2023-09-29
10X GENOMICS INC. P   2023-03-07
UBER TECHNOLOGIES INC. P 2019-06-28 2023-06-12
UBER TECHNOLOGIES INC. P 2019-08-09 2023-06-12
UBER TECHNOLOGIES INC. P 2019-08-09 2023-12-18
UNITED PARCEL SERVICE INC. P 2012-12-04 2023-01-10
UNITED PARCEL SERVICE INC. P 2015-03-09 2023-02-02
UNITED PARCEL SERVICE INC. P 2015-03-09 2023-08-07
UNITED PARCEL SERVICE INC. P 2016-06-02 2023-08-07
UNITY SOFTWARE INC. P   2023-10-23
VISA INC. P 2011-03-07 2023-12-18
WARNER BROS DISCOVERY INC. P   2023-12-07
WESTERN DIGITAL CORP. P 2019-11-20 2023-04-10
WESTERN DIGITAL CORP. P 2019-11-20 2023-09-12
WOLFSPEED INC. P 2014-05-06 2023-12-18
WORKDAY INC. P 2020-12-14 2023-06-12
ZOETIS INC. P   2023-07-12
EATON CORP PLC P 2021-07-23 2023-04-18
JOHNSON CONTROLS INTL PLC P 2018-12-07 2023-12-19
APTIV PLC P 2020-06-02 2023-12-18
SEAGATE TECHNOLOGY HOLDINGS PUB LTD P 2015-07-22 2023-01-24
SEAGATE TECHNOLOGY HOLDINGS PUB LTD P 2015-10-20 2023-01-24
SEAGATE TECHNOLOGY HOLDINGS PUB LTD P 2015-10-20 2023-10-24
SEAGATE TECHNOLOGY HOLDINGS PUB LTD P 2018-09-12 2023-10-24
ALCON INC. P 2020-04-24 2023-08-28
ALCON INC. P 2020-05-14 2023-12-18
ATLANTA BRAVES HOLDINGS INC. P 2008-06-27 2023-07-20
AUTODESK INC. P 2008-02-27 2023-12-18
COMCAST CORP. P 2006-05-19 2023-10-17
COMCAST CORP. P 2006-05-19 2023-12-15
COMCAST CORP. P 2006-05-19 2023-12-15
LIBERTY BROADBAND CORP SER C P   2023-06-02
LIBERTY MEDIA CORP SER A P 2008-06-27 2023-03-23
LIBERTY MEDIA CORP SER A P 2008-06-27 2023-06-02
LIBERTY MEDIA CORP SEC C P 2008-06-27 2023-06-02
LIBERTY MEDIA CORP LIVE SER C P 2008-06-27 2023-08-04
TE CONNECTIVITY LTD P 2007-11-08 2023-12-18
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 21,489   16,301 5,188
b 9,725   14,309 -4,584
c 5,027   2,691 2,336
d 8,337   7,521 816
e 10,308   3,143 7,165
10,018   3,556 6,462
2,275   2,325 -50
9,334   15,256 -5,922
2,910   2,209 701
1,459   1,227 232
3,688   4,620 -932
10,592   16,209 -5,617
3,590   3,254 336
7,260   8,380 -1,120
2,136   1,928 208
5,137   3,510 1,627
840   1,485 -645
3,046   5,250 -2,204
2,130   3,077 -947
251   276 -25
4,728   1,656 3,072
9,239   2,412 6,827
420   79 341
9,826   1,230 8,596
4,192   3,291 901
5,195   4,022 1,173
945   734 211
4,153   2,935 1,218
1,404   734 670
3,745   2,028 1,717
4,118   6,776 -2,658
2,059   3,016 -957
1,596   2,171 -575
355   510 -155
4,106   3,192 914
960   1,004 -44
7,037   8,636 -1,599
4,418   5,300 -882
12,538   13,864 -1,326
7,067   3,338 3,729
845   612 233
1,459   1,124 335
5,562   3,787 1,775
852   592 260
2,795   2,071 724
7,385   17,343 -9,958
5,055   5,701 -646
6,414   3,635 2,779
3,001   1,653 1,348
1,323   826 497
3,988   2,069 1,919
3,392   1,316 2,076
969   388 581
3,219   1,506 1,713
4,666   4,352 314
586   580 6
4,045   3,837 208
5,054   6,752 -1,698
3,092   4,220 -1,128
1,627   2,251 -624
3,762   5,122 -1,360
1,568   2,077 -509
1,897   2,492 -595
3,688   5,177 -1,489
3,973   579 3,394
1,650   154 1,496
10,725   1,165 9,560
5,427   4,007 1,420
938   668 270
4,690   3,324 1,366
6,544   5,486 1,058
4,998   1,630 3,368
549   148 401
5,487   1,831 3,656
1,225   1,187 38
2,939   4,081 -1,142
3,090   3,571 -481
147   136 11
4,838   4,675 163
2,037   2,078 -41
2,037   1,828 209
5,778   5,028 750
4,944   4,571 373
5,933   6,676 -743
5,438   7,229 -1,791
4,000   4,177 -177
3,117   3,298 -181
5,017   5,505 -488
5,596   5,752 -156
6,175   6,300 -125
1,041   1,021 20
4,248   2,934 1,314
3,343   1,611 1,732
1,731   1,031 700
3,667   2,260 1,407
2,876   1,474 1,402
384   350 34
1,040   271 769
5,836   1,354 4,482
221   54 167
221   79 142
3,816   2,013 1,803
6   6 0
1,216   2,245 -1,029
8   7 1
38   28 10
90   78 12
500   224 276
153   627 -474
948   152 796
136   155 -19
243   309 -66
243   319 -76
233   319 -86
116   157 -41
758   92 666
505   58 447
153   14 139
195   23 172
3   2 1
3,415   257 3,158
1,034   944 90
260   189 71
61   197 -136
754   298 456
27   53 -26
2,699   1,974 725
42   11 31
1,569   2,113 -544
144   216 -72
181   317 -136
28   27 1
57   52 5
1     1
3   2 1
119   77 42
60   398 -338
228   1,330 -1,102
88   448 -360
34   150 -116
1,652   134 1,518
1,982   260 1,722
371   43 328
220   116 104
495   244 251
55   27 28
121   157 -36
4,676   450 4,226
169   38 131
685   112 573
61   187 -126
81   77 4
752   345 407
1,315   1,291 24
459   2,325 -1,866
1,604   1,462 142
243   789 -546
915   1,020 -105
166   160 6
62   40 22
178   73 105
191   101 90
182   101 81
182   103 79
239   910 -671
259   19 240
413   784 -371
152   194 -42
553   630 -77
43   47 -4
418   445 -27
860   209 651
164   157 7
215   133 82
86   79 7
374   292 82
249   154 95
478   270 208
68   49 19
420   263 157
75   56 19
2     2
238   33 205
1,109   261 848
487   115 372
45   10 35
267   37 230
26   3 23
142   13 129
341   30 311
2   1 1
142   33 109
7,724     7,724
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       5,188
b       -4,584
c       2,336
d       816
e       7,165
      6,462
      -50
      -5,922
      701
      232
      -932
      -5,617
      336
      -1,120
      208
      1,627
      -645
      -2,204
      -947
      -25
      3,072
      6,827
      341
      8,596
      901
      1,173
      211
      1,218
      670
      1,717
      -2,658
      -957
      -575
      -155
      914
      -44
      -1,599
      -882
      -1,326
      3,729
      233
      335
      1,775
      260
      724
      -9,958
      -646
      2,779
      1,348
      497
      1,919
      2,076
      581
      1,713
      314
      6
      208
      -1,698
      -1,128
      -624
      -1,360
      -509
      -595
      -1,489
      3,394
      1,496
      9,560
      1,420
      270
      1,366
      1,058
      3,368
      401
      3,656
      38
      -1,142
      -481
      11
      163
      -41
      209
      750
      373
      -743
      -1,791
      -177
      -181
      -488
      -156
      -125
      20
      1,314
      1,732
      700
      1,407
      1,402
      34
      769
      4,482
      167
      142
      1,803
      0
      -1,029
      1
      10
      12
      276
      -474
      796
      -19
      -66
      -76
      -86
      -41
      666
      447
      139
      172
      1
      3,158
      90
      71
      -136
      456
      -26
      725
      31
      -544
      -72
      -136
      1
      5
      1
      1
      42
      -338
      -1,102
      -360
      -116
      1,518
      1,722
      328
      104
      251
      28
      -36
      4,226
      131
      573
      -126
      4
      407
      24
      -1,866
      142
      -546
      -105
      6
      22
      105
      90
      81
      79
      -671
      240
      -371
      -42
      -77
      -4
      -27
      651
      7
      82
      7
      82
      95
      208
      19
      157
      19
      2
      205
      848
      372
      35
      230
      23
      129
      311
      1
      109
      7,724
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 77,145
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 right arrow 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) 1 896
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........................... 3 896
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- ..... 5 896
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,961
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 3,961
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,065
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,065 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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)
right arrowNJ
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2023 or the taxable year beginning in 2023? 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 addressright arrowN/A
14
The books are in care ofright arrowMURPHY HOFFER PA Telephone no.right arrow (609) 452-9555

Located atright arrow15 ROSZEL ROAD SUITE 10PRINCETONNJ ZIP+4right arrow08540
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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 ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
GENE R KORF SECRETARY/TRUSTEE
2.00 		5,000 0 0
89 HEADQUARTERS PLAZA NO TOWER 14TH
FL
MORRISTOWN,NJ07960
SAMUEL R HOFFER PRESIDENT/TRUSTEE
1.00 		5,000 0 0
15 ROSZEL ROAD STE 10
PRINCETON,NJ08540
SCOTT KORF VICE PRES/TRUSTEE
1.00 		5,000 0 0
89 HEADQUARTERS PLAZA NO TOWER 14TH
FL
MORRISTOWN,NJ07960
SANDRA P SEARFOSS TREASURER/TRUSTEE
1.00 		5,000 0 0
15 ROSZEL ROAD STE 10
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
1,379,100
b
Average of monthly cash balances.......................
1b
97,305
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,476,405
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
1,476,405
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,146
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,454,259
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,713
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
72,713
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
896
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
896
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,817
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
71,817
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
71,817
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, column (d), line 26 ..........
1a
173,845
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
0
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
173,845
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 71,817
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 124,786
b From 2019...... 124,893
c From 2020...... 133,662
d From 2021...... 125,447
e From 2022...... 60,757
f Total of lines 3a through e ........ 569,545
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 173,845
a Applied to 2022, 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 2023 distributable amount..... 71,817
e Remaining amount distributed out of corpus 102,028
5 Excess distributions carryover applied to 2023. 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 5 671,573
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		124,786
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		546,787
10 Analysis of line 9:
a Excess from 2019.... 124,893
b Excess from 2020.... 133,662
c Excess from 2021.... 125,447
d Excess from 2022.... 60,757
e Excess from 2023.... 102,028
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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, 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 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 right arrow
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:
SUBMIT APPLICATION ONLINE AT AVMF.ORG, THE AMERICAN VETERINARY MEDICAL FOUNDATION. FULL DETAILS ARE PROVIDED AT AVMF.ORG
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 (NOT ELIGIBLE IF THIS IS THE SOLE CONNECTION TO NJ). GPA MUST BE 3.0 OR HIGHER. 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 (2023)
Form 990-PF (2023)
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

ADALYN ROSE FOUNDATION

307 FOREST HILL CIRCLE
READING,PA19606 		  PC GENERAL 500

ALZHEIMER'S ASSOCIATION

225 NO MICHIGAN AVE
CHICAGO,IL60601 		  PC GENERAL 1,500

AMERICAN VETERINARY MEDICAL FOUNDATION

1931 N MEACHAM ROAD
SCHAUMBURG,IL60173 		  PC GENERAL 15,000

ASBURY PARK LITTLE LEAGUE INC

PO BOX 702
ASBURY PARK,NJ07712 		  PC GENERAL 2,000

ATLANTIC THEATER COMPANY

76 NINTH AVE STE 537
NEW YORK,NY10011 		  PC GENERAL 15,000

AUTISM FAMILY SERVICES OF NJ

500 MILSTONE RD BLDG 300 STE 201
EAST WINDSOR,NJ08520 		  PC GENERAL 1,000

BOYS AND GIRLS CLUB OF MONMOUTH COUNTY

1201 MONROE AVENUE
ASBURY PARK,NJ07712 		  PC GENERAL 1,000

BRAIN & BEHAVIOR RESEARCH FOUNDATION

747 THIRD AVE 33RD FL
NEW YORK,NY10017 		  PC GENERAL 500

BROOKE MULFORD FOUNDATION

PO BOX 545
SALISBURY,MD21803 		  PC GENERAL 1,000

BUCKS COUNTY PLAYHOUSE

12 W MECHANIC ST STE 2A
NEW HOPE,PA18938 		  PC GENERAL 2,500

CARON FOUNDATION

243 N GALON HALL ROAD
WERNERSVILLE,PA19565 		  PC GENERAL 1,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA191781352 		  PC GENERAL 3,000

CITY OF ASBURY PARK

ONE MUNICIPAL PLAZA 1
ASBURY PARK,NJ07712 		  PC GENERAL 1,000

CORNELL UNIVERSITY COLLEGE OF VETERINARY MEDICINE (FLAMME)

930 CAMPUS ROAD
ITHACA,NY148536401 		  PC SCHOLARSHIP 5,000

DISABILITY RIGHTS NEW JERSEY

210 SOUTH BROAD ST 3
TRENTON,NJ08608 		  PC GENERAL 2,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FL
NEW YORK,NY100061705 		  PC GENERAL 2,000

DREW O'DONOGHUE FUND INC

9 MILLSTONE LANE
WHITEHOUSE STATION,NJ088893260 		  PC GENERAL 5,000

EASEL ANIMAL RESCUE LEAGUE INC

PO BOX 5093
LAWRENCEVILLE,NJ08638 		  PC GENERAL 1,500

EWING PBA 111

PO BOX 7306
TRENTON,NJ086280306 		  PC GENERAL 500

FLEMINGTON AREA FOOD PANTRY

PO BOX 783
FLEMINGTON,NJ08822 		  PC GENERAL 2,000

FOLDS OF HONOR FOUNDATION

95074 SWEETBERRY WAY
FERNANDINA BEACH,FL32034 		  PC GENERAL 500

HOMEFRONT

1880 PRINCETON PIKE
LAWRENCEVILLE,NJ086484518 		  PC GENERAL 1,000

INTERFAITH CAREGIVERS TRENTON

3635 QUAKERBRIDGE RD STE 16
HAMILTON,NJ086192641 		  PC GENERAL 1,000

JOHN F KENNEDY LIBRARY FOUNDATION

COLUMBIA POINT
BOSTON,MA02125 		  PC GENERAL 5,000

LORE SCHOOL PARENTS ASSOCIATION INC

13 WESTWOOD DRIVE
EWING,NJ08628 		  PC GENERAL 1,000

MARKET STREET MISSION INC

9 MARKET STREET
MORRISTOWN,NJ079605122 		  PC GENERAL 1,000

MERCY CENTER CORPORATION

1106 MAIN STREET
ASBURY PARK,NJ07712 		  PC GENERAL 500

MIAMI DOLPHINS FOUNDATION

347 DON SHULA DRIVE
MIAMI GARDENS,FL33056 		  PC GENERAL 5,000

MIRACLE LEAGUE OF MERCER COUNTY

1337 STATE HWY 33
HAMILTON,NJ08690 		  PC GENERAL 1,000

MONMOUTH OCEAN PAL

ONE MUNICIPAL PLAZA 1
ASBURY PARK,NJ07712 		  PC GENERAL 1,000

NASSAU COUNTY ANIMAL SERVICES

86078 LICENSE ROAD
FERNANDINA BEACH,FL32034 		  PC GENERAL 500

NORTH CAROLINA STATE UNIVERSITY (GUPTA)

BOX 7302
RALEIGH,NC27695 		  PC SCHOLARSHIP 7,500

OCEAN GROVE FIRE DEPARTMENT

50 OLIN STREET
OCEAN GROVE,NJ077561621 		  PC GENERAL 500

PLAY WITH JACK FOUNDATION

403 SPRINGDALE COURT
CAPE MAY COURT HOUSE,NJ08210 		  PC GENERAL 1,000

PRINCETON AREA COMMUNITY FOUNDATION

15 PRINCESS ROAD
LAWRENCEVILLE,NJ08648 		  PC GENERAL 1,000

PRINCETON JUNCTION VOLUNTEER FIRE CO

245 CLARKSVILLE ROAD
PRINCETON JUNCTION,NJ08550 		  PC GENERAL 500

ROUNDABOUT THEATRE COMPANY

231 W 39TH ST STE 1200
NEW YORK,NY10018 		  PC GENERAL 15,000

SAFE HARBOR

171 MAIN STREET
FLEMINGTON,NJ08822 		  PC GENERAL 2,000

STATE THEATER OF NEW JERSEY

9 LIVINGSTON AVENUE STE 409
NEW BRUNSWICK,NJ08901 		  PC GENERAL 2,500

TRENTON AREA SOUP KITCHEN

PO BOX 872
TRENTON,NJ08605 		  PC GENERAL 1,000

TRINITY EPISCOPAL LAST RESORT PANTRY

503 ASBURY AVENUE
ASBURY PARK,NJ07712 		  PC GENERAL 500

TUFTS UNIVERSITY (REICHERT)

200 WESTBORO ROAD
NORTH GRAFTTON,MA01536 		  PC SCHOLARSHIP 7,500

UNIVERSITY OF PENNSYLVANIA (ANDERSON)

3800 SPRUCE STREET SUITE 106
PHILADELPHIA,PA19104 		  PC SCHOLARSHIP 7,500

WOMANSPACE INC

1212 STUYVESANT AVE
TRENTON,NJ08618 		  PC GENERAL 500

CORNELL UNIVERSITY COLLEGE OF VETERINARY MEDICINE (JACKSON)

930 CAMPUS ROAD
ITHACA,NY148536401 		  PC SCHOLARSHIP 2,500

TEXAS A&M UNIVERSITY (MCCORD)

6001 TAMU
COLLEGE STATION,TX778436001 		  PC SCHOLARSHIP 2,500

CANCER SOCIETY OF GREENVILLE COUNTY

113 MILLS AVENUE
GREENVILLE,SC29605 		  PC GENERAL 5,000

NCSO CHARITIES INC

77151 CITIZENS CIRCLE
YULEE,FL32097 		  PC GENERAL 500

COMMUNITY KARMA

1501 OCEAN AVE UNIT 2508
ASBURY PARK,NJ07712 		  PC GENERAL 500

MONMOUTH COUNTY SPCA

260 WALL STREET
EATONTOWN,NJ07724 		  PC GENERAL 1,000

JEWISH FEDERATION OF SARASOTA-MANATEE

580 MCINTOSH ROAD
SARASOTA,FL34232 		  PC GENERAL 5,000

MLS MEMORIAL FUND

16 JOHNSTON DRIVE
FLEMINGTON,NJ08822 		  PC GENERAL 1,000

CONCUSSION LEGACY FOUNDATION

PO BOX 79
MIDDLETOWN,DE19709 		  PC GENERAL 2,000
Total .................................right arrow 3a 147,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 741  
4 Dividends and interest from securities ....     14 9,234  
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 77,145  
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 87,120 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
87,120
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 12,010 9,608   2,402

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Statement:
PURSUANT TO THE NJ CHARITABLE REGISTRATION AND INVESTIGATION ACT ACT (CRI) AND THE PERTINENT REGULATIONS, THE HAROLD WETTERBERG FOUNDATION IS EXEMPT FROM THE NJ ATTORNEY GENERAL'S REGISTRATION REQUIREMENTS BECAUSE (1) IT RECEIVES LESS THAN $10,000 PER YEAR IN GROSS CONTRIBUTIONS AND (2) DOES NOT SOLICIT CONTRIBUTIONS. THERE IS NO REQUIREMMENT TO SUBMIT A COPY OF THE 990-PF TO THE ATTORNEY GENERAL'S OFFICE UNDER THE NJ CRI ACT.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC. 2,170 2,170
ADOBE SYSTEMS INC. 2,983 2,983
ADOBE SYSTEMS INC. 41,762 41,762
AIRBNB INC 14,431 14,431
AIRBNB INC 1,498 1,498
ALCON INC. 1,484 1,484
ALPHABET INC. CL C 57,922 57,922
AMAZON.COM INC. 62,295 62,295
AMAZON.COM INC. 11,395 11,395
APPLE INC. 5,968 5,968
APTIV PLC 1,256 1,256
ARISTA NETWORKS INC. 38,388 38,388
ASML HOLDING NY 2,271 2,271
ATLASSIAN CORP. 1,427 1,427
AUTODESK INC. 3,652 3,652
BIOGEN IDEC INC. 1,811 1,811
BLACKSTONE GROUP INC. 15,187 15,187
BROADCOM INC. 47,999 47,999
BROADCOM INC. 5,581 5,581
CADENCE DESIGN SYSTEMS INC. 46,303 46,303
CHARLES RIVER LABORATORIES 1,891 1,891
COMCAST CORP. 2,587 2,587
COSTAR GROUP INC. 25,955 25,955
CROWDSTRIKE HLDGS INC 4,085 4,085
DEXCOM INC 31,271 31,271
DIAGEO PLC 1,020 1,020
DOCUSIGN INC 892 892
DOLBY LABORATORIES INC. 603 603
DOXIMITY INC. 673 673
EATON CORP PLC 2,890 2,890
EQUINIX INC. 1,611 1,611
ESTEE LAUDER COS INC. 2,194 2,194
ETSY INC 891 891
FREEPORT-MCMORAN INC. 1,703 1,703
GRAINGER WW INC. 2,486 2,486
GUARDANT HEALTH INC. 406 406
HUBSPOT INC 2,322 2,322
INSULET CORP. 868 868
INTUITIVE SURGICAL INC 1,687 1,687
IONIS PHARMACEUTICALS 759 759
JOHNSON CONTROLS INTL 1,672 1,672
JP MRGN US L/C CORE PLS 75,533 75,533
L3 HARRIS TECHNOLOGIES INC. 1,685 1,685
LIBERTY MEDIA CORP. CL C 568 568
LULULEMON ATHLETICA INC. 25,564 25,564
MARSH & MCLENNAN COS INC. 2,274 2,274
MATCH GROUP INC 547 547
META PLATFORMS INC 52,386 52,386
META PLATFORMS INC 4,248 4,248
MICROSOFT CORP. 8,649 8,649
MICROSOFT CORP. 45,877 45,877
MONSTER BEVERAGE CORP. 1,728 1,728
MOTOROLA SOLUTIONS INC 27,239 27,239
MSCI INC. 23,757 23,757
NETFLEX INC 4,382 4,382
NIKE INC. 2,171 2,171
NVIDIA CORP. 80,226 80,226
NVIDIA CORP. 5,943 5,943
O'REILLY AUTOMOTIVE INC. 30,403 30,403
PALO ALTO NETWORKS 2,949 2,949
PALO ALTO NETWORKS 40,988 40,988
PAYPAL HOLDINGS INC. 1,167 1,167
RTX CORP. 1,515 1,515
S&P GLOBAL INC. 2,203 2,203
SALESFORCE.COM 3,158 3,158
SEAGATE TECHNOLOGY PLC 1,195 1,195
SERVICENOW INC. 45,215 45,215
SHERWIN WILLIAMS CO. 2,183 2,183
SNOWFLAKE INC. 1,990 1,990
SPDR S&P DIVIDEND ETF 26,494 26,494
SPLUNK INC. 1,219 1,219
STRYKER CORP. 1,198 1,198
TE CONNECTIVITY LTD. 3,372 3,372
TESLA INC. 745 745
THERMO FISHER SCIENTIFIC INC. 2,654 2,654
TRADE DESK INC. 25,186 25,186
UBER TECHNOLOGIES 2,709 2,709
UBER TECHNOLOGIES 37,742 37,742
UNITED HEALTHGROUP INC. 7,371 7,371
UNITED PARCEL SERVICE 1,258 1,258
UNITEDHEALTH GROUP 26,324 26,324
VANGUARD INDEX FDS S&P 500 ETF 82,555 82,555
VANGUARD MID-CAP ETF 52,111 52,111
VANGUARD RUSSELL 1000 VALUE 15,596 15,596
VEEVA SYSTEMS INC. 24,643 24,643
VERTEX PHARM INC. 5,290 5,290
VISA INC. 4,686 4,686
VISA INC. 52,591 52,591
WOLFSPEED INC 740 740
WORKDAY INC. 1,656 1,656
ZOETIS INC. 1,776 1,776
ZOETIS INC. 24,671 24,671
INTUITIVE SURGICAL INC 20,242 20,242
ON HOLDING AG NAMEN 23,005 23,005
QUANTA SVCS INC. 34,960 34,960
TESLA INC. 24,848 24,848
ISHARES CORE S&P TOTAL ETF 11,049 11,049
ACCENTURE PLC CL A 1,755 1,755
CINTAS CORP. 1,808 1,808
ELI LILLY & CO. 1,166 1,166
INTUIT INC. 1,875 1,875
PINTEREST INC. 1,222 1,222
SERVICENOW INC. 1,413 1,413
STARBUCKS CORP. 1,248 1,248
TARGET CORP. 1,424 1,424
TJX COS. INC. 1,688 1,688
TKO GROUP HLDGS INC. 489 489
UNION PACIFIC CORP. 1,474 1,474

TY 2023 InvestmentsGovtObligationsSch
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
US Government Securities - End of Year Book Value:

10,065
US Government Securities - End of Year Fair Market Value:

10,065
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 LegalFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL ADVICE 4,639 696   3,910


TY 2023 OtherIncreasesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Description Amount
UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 413,463


TY 2023 OtherProfessionalFeesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVICE/MANAGEMENT 12,322 12,322   0


TY 2023 TaxesSchedule
Name:
THE HAROLD WETTERBERG FOUNDATION
EIN:
22-6042915
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 5 5   0